Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 20th, 2016
Concerns Expressed About State-Run Retirement Plans
The ARA and Voya Financial call on the DOL to offer similar relief to private-sector retirement plans as it proposes for state-run plans for private-sector employees. Read more >
New Legislation Provides Opportunities for Church Plans
While the ability to implement automatic enrollment will provide an immediate opportunity for church plan sponsors to improve participant outcomes, other parts of recently passed legislation also warrant review. Read more >
When Many Look to Sell, Big Buyers Win
Many independent advisory shop owners hope to retire by the early 2020s, spelling serious opportunity for large advisory networks with the resources and vision to make selective acquisitions. Read more >
10 Companies to Receive 2015 PLANADVISER Adviser Choice Awards
PLANADVISER announced today the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from T ROWE PRICE
Successfully navigate a complex target date landscape
Choice is good, but too much of it can lead to analysis paralysis. Help sponsors evaluate and choose target date options that best align with their needs.  Read more >
Risk Reminders for a Volatile Period
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders for rocky markets—most notably, that volatility is normal and actually a key source of opportunity.  Read more >
$1.3 Million Awarded to Participants of Abandoned Plan
The DOL has obtained judgment to distribute $1.3 million to participants in a Georgia 401(k) plan. Read more >
Overfunding Makes Challenge to DB Plan Management Moot
In the years following the filing of a lawsuit against U.S. Bank, it has made changes to its DB plan investing practices that have resulted in the plan being overfunded. Read more >
Positive 2015 Fund Flows Despite Sluggish December
New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December. Read more >
Recordkeeper Services Guide
Among the many must-do’s of being a successful adviser is keeping strong ties in the provider community, to ensure one has the most current information about the best products and services available to clients. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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