Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 14th, 2016
State of the Union Underscores Health-Retirement Link
President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry. Read more >
Yet Another Year of Adviser Growth Sought
It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable demographics is striking. Read more >
A More Cautious Take on In-Plan Alternative Investments
Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. Read more >
Participation Rates Give Incomplete Picture
Even if a plan sponsors has a 95% participation rate, “that can be so far from success,”  says MassMutual’s Elaine Sarsynski. “Employees may not be investing enough, they may not be invested properly, and it can create real issues.” Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Retirement Plan Access Varies Widely by State
Wide differences in access to and participation in employer-based retirement plans exist across states, with variations by employer size and industry type as well as by workers’ income, age, education, race and ethnicity, according to a report released by The Pew Charitable Trusts. Read more >
Financial Engines Updates Planner for Social Security Changes
The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies. Read more >
DIVERSIONS: Consumers Seem to Be ‘Meh’ on Smartphones
They already have the device they want; new features aren’t that appealing or prices are too high. Globally, there’s a slowdown in demand for smartphones and other connected devices.   Read more >
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