January 28th, 2016

Portability a Key Component of President's Retirement Initiatives One of the primary initiatives announced this week by the White House and the Department of Labor is that the administration will be looking to work with Congress on broadening multiple employer plans.  Read more > Defaulted Retirement Plan Investors Still Need Coaching Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance and education among DC plan participants. Read more > Betterment for Business Goes Live Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. Read more > PIMCO Offers Suggestions for DC Plan Investing “We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or adviser,” Richard Fulford tells PLANADVISER. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

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 > Spreading the Word Formal marketing can bring new in business or help build a brand—but it’s not always easy to get the messaging right, especially in a field as challenging as retirement planning.  Read more > Securian Automates 401(k) Changes The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved. Read more > DIVERSIONS: Policy Makes Perfect, and Weather Helps Too Trade, travel and weather are factors in what catapults a country onto the list of best economies—and yes, the U.S. makes the top five list.  Read more >

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