Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 22nd, 2016
Supreme Court’s ‘Montanile’ Decision Makes Waves
It is essential for plan sponsors to understand how liens work under ERISA—and how a recent Supreme Court decision puts serious time pressures on the collection of equitable relief from participants and beneficiaries.  Read more >
DC Plan Stats Show Effect of PPA
The 2006 Pension Protection Act and the Department of Labor’s fee disclosure requirements issued in 2011 and 2012 tied as the top-ranking event influencing the management of defined contribution plans, according to Callan’s 2016 Defined Contribution Trends report. Read more >
Advisers Boost Retirement Preparedness
Among those who work with an adviser, 70% are on track or are even ahead in saving for retirement, compared to 33% of those who are not working with an adviser, according to John Hancock research.  Read more >
The Science of Satisfaction
Join our live webcast Tuesday, January 26 (2 p.m. EST), to learn what sponsors value most from advisers; how to adopt best practices of successful plan advisers; and when to take action using tools and downloadable templates. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
Sponsored message from T. ROWE PRICE
Participant Education
Do you want to take participant education from a loss leader to a differentiator for your practice? Find out how using this sales idea from T.RowePrice.  Read more >
Some Boomers and Retirees Are Optimistic on Finances
More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years. Read more >
Health Care Costs Higher for Older, Single Households
Singles and couples age 65 and older tend to face sharply different expenses for non-recurring health care services such as home health care, nursing home stays, overnight hospital stays and outpatient surgery, according to research by the Employee Benefit Research Institute. Read more >
Many in the Workplace Face Daily Money Worries
It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during the work day.
Read more >
Latest Investment Product and Service Launches
Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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