Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 25th, 2017
Even With Trump Memo, Firms Are Fiduciary Focused
Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing stream of product updates and announcements. Read more >
Post-Recession, All Worry About Retirement
Forty-five percent of Baby Boomers expect their standard of living will decrease in retirement, 83% of Generation X think their generation will have a harder time achieving financial security than their parents have or did, and only 18% of Millennials are very confident about their future retirement. Read more >
Re-Enrollments, A Powerful Tool, Have Yet to Catch On
Over the past three years, out data shows just 1.9% of retirement plan sponsors had re-enrolled participants in the plan’s default investment at some point, while only 4.0% re-enrolled participants saving below the default deferral rate, and 8.6% re-enrolled nonparticipating employees. It seems fair to say that the industry has yet to embrace the practice.  Read more >
Fiduciary Fitness: Burden of Proof
A recent case that defense attorneys likely believe is an example of the maxim “bad facts make bad law” is Estate of Barton v. ADT Security Services Pension Plan, for which a request for rehearing was recently denied. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Sponsored message from J.P. Morgan Asset Management
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RBC Wealth Management Boosts Fiduciary Tech Offering
Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning. Read more >
Minimizing the Loss When Someone Leaves
Replacing any successful adviser depends on re-establishing trust, which inevitably will be shaken when the person leaves. “I think that’s probably the biggest concern from the plan committee and plan sponsor,” one advisory firm leader suggests.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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