Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 23rd, 2017
Everything You Wanted to Know About Form 5500
The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Read more >
DCIIA Standardizes ‘Auto’ Terms
Understanding of plan design terms has been all over the map. Read more >
6% Deferral Rate Welcomed
Participants also value a match more than a raise. Read more >
Pension Inspector 10.0 Released by AtPrime Media
Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 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 J.P. MORGAN
No Two Retirement Savers Are Alike
Which is why JPMorgan SmartRetirement® funds use actual participant behavior and asset allocation expertise to meet retirement investors’ needs.  Read more >
Investment Products and Service Launches
Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform. Read more >
Retirement Industry People Moves
New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position. Read more >
Ascensus Revamps TPA Support Services
Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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