Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 20th, 2017
Simple Lifetime Income Products Best for DC Plans
Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says. Read more >
All Eyes On Potential Washington Policy Reforms
Advisers are “keenly aware of their clients’ moods and recognize that there are no ‘one size fits all’ retirement plans in the face of an unpredictable future,” research shows. Read more >
Motion to Dismiss Denied in Self-Dealing Suit
A federal court rejected Franklin Templeton’s arguments that the plaintiff in the case failed to state a claim. Read more >
Firms Charge Ahead Regardless of Trump Policies
Retirement industry executives overseeing one of the largest recordkeeping businesses around say they are optimistic for the future of DC retirement planning, whatever policies emerge from Washington. Read more >
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
A New World and New Opportunities for Alpha
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
PANC 2020: Is It Time to Re-evaluate TDFs?
PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Sponsored message from T. ROWE PRICE
Recruit, Retain, Retire
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. Read more >
Cognitive Aging Could Severely Reduce Financial Capacity
Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds. Read more >
GSM Marketing Reveals Advisor Connect
The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. Read more >
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