Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 2nd, 2017
Retirement Investors React to Trump’s First Days
More than half of Americans believe the Trump administration will have an impact on their retirement savings strategies. Read more >
PBGC Final Rule Increases Certain Penalties
Using a cost-of-living multiplier provided by the Office of Management and Budget, the new maximum penalty under Employee Retirement Income Security Act section 4071 for failure to provide certain notices or other material information is $2,097. Read more >
What Does It Take To Build Retirement Confidence?
Forty-five percent of Baby Boomers expect their standard of living will decrease in retirement; the vast majority of Generation X think their generation will have a harder time achieving financial security than their parents. Read more >
Strong Target-Date Fund Performance Requires Conviction
Like individual investors, TDF portfolio managers feel pressure to react to short-term trends and speculative market headlines; as with individuals, performance depends on efficient portfolios and a principled approach. Read more >
Older Generations Need Help Preparing for Retirement
An Ipsos/USA Today poll of 1,205 adults ages 45 to 65 from the continental U.S., Alaska and Hawaii, found 68% have personal savings for retirement, 40% invest in stocks, 39% have a pension, 19% have annuities, 19% have bonds, and 13% hold securities. Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Retirement Industry People Moves
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Calmer Summer Yields to Volatile Fall for U.S. Investors
Empower Solution Shifts Participants from TDF to Managed Account
Defined contribution retirement plan industry professionals certainly have heard the “TDF versus managed account” debate; increasingly, providers are seeking a middle ground. Read more >
Hanlon Adopts BlackRock’s iRetire Platform
The iRetire platform estimates annual retirement income and helps advisers guide their clients through different strategies that can close the income gap. Read more >
New Tools Help Engage Hispanic Workers With Retirement Plans
“We’re encouraged by the results and are working hard to expand the program to more plan sponsors,” says Carlos Rojas, director of consumer and cultural engagement at Principal, about the firm’s new Hispanic market outreach program. Read more >
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