Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 4th, 2016
Fidelity Warns Advisers to Get Smart on Firm Value
A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value. Read more >
Union Fund Trustees Sued for Multiple Fiduciary Breaches
The U.S. Department of Labor filed a lawsuit against the International Association of Machinists National Pension Fund and its board of trustees for multiple violations of the Employee Retirement Income Security Act. Read more >
The Many Worries of Generation X
Generation X is starting to think more seriously about retirement and is wondering if they will have enough money to carry themselves through their golden years, according to Scottrade’s 2016 American Investor Report. Read more >
Institutional Investors See First Losing Year Since Financial Crisis
No doubt about it, 2015 was a tough year for institutional investors. New data suggests it was the first calendar year since 2008 that institutional investors overall had a negative return. 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
Millennials' Other Financial Goals Compete with Retirement Savings
Even so, the vast majority of working Millennials deposit money toward their investment goals on a regular, scheduled basis throughout the year—even more consistently than many of their older counterparts. Read more >
The Latest in Practice Management
The American workforce is changing, and Millennials are driving the retirement savings conversation. Get the practical solutions you need to engage this new generation of clients.  Read more >
DIVERSIONS: Even Top Hotels Can Swarm With Bacteria
Enjoy those towels folded into swans, but watch out for the germs colonizing the hotel bathroom counters.  Read more >

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

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

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