Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 13th, 2016
What Comes Next for In-Plan ESG Investing?
From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding? Read more >
Investing Considerations for Not-for-Profit Health Care Clients
Choosing a DC plan’s investment structure and fund lineup is an ongoing task, not a “set and forget” initiative. Investments should be regularly monitored (at least annually), with attention paid to both performance and cost. Read more >
Savings Rates in Retirement Plans Have Increased
In a particularly encouraging sign, lower-paid participants are saving more in their retirement plans than they were two years ago, according to the Plan Sponsor Council of America’s 59th Annual Survey. Read more >
He Said, She Said in Financial Decisions
Similar to studies that find women and men differ when it comes to investing styles, research from LIMRA Secure Retirement Institute reveals that two-thirds of women age 50 and older say they split financial decisions with their spouses, while fewer than half of men admit to sharing decisions. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Differentiate Yourself in 45 Seconds
Advisers can sell plan services and support, but can they sell themselves? A new study argues advisers with a better sense of their own value win more clients and greater loyalty.  Read more >
The Practice Management Center
Do you want to take participant education from a loss leader to a differentiator for your practice? Read more >
Tools, Training to Address DOL Fiduciary Definition
It’s not yet a done deal, but DALBAR expects the best interest contract exemption in the proposed fiduciary definition by the DOL to soon become a reality. As the industry waits to see if and when the definition will be implemented, compensation models are an area of intense scrutiny. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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