Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 5th, 2016
Rep-as-Portfolio Manager Approach Keeps on Growing
The adviser-as-portfolio manager approach to client service can be a real differentiator, but it can also hamper a firm with significant liability and serious amounts of legwork. Read more >
ACA Driving a Focus on Retirement Plans
An overwhelming majority of small business owners believe that the country is in the midst of a retirement crisis. At the same time, the ACA is taking away some of the recruiting value of workplace healthcare.  Read more >
Beware of ‘Partial’ TDF Users
Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.” Read more >
Now Is the Time to Review In-Plan Income with Plan Sponsor Clients
DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans—first and foremost that current regulations make it necessarily risky and complicated. It’s just not true, experts suggest.  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from T. ROWE PRICE
Rethink Engagement Techniques
Demonstrate your value by offering participant education—efficiently and effectively.  More and more advisors are expanding their services to demonstrate their value and meet the strong demand for participant education. Read more >
Stick with Equities During Market Volatility
An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis have fared better than those who didn’t. It’s a critical lesson in the current market environment.  Read more >
Americans Value Design, Utility of 401(k) Plans
Nearly three-quarters of American households expressed confidence in the ability of 401(k) and other defined contribution plan accounts to help individuals meet their retirement goals, a new Investment Company Institute survey finds. Read more >
Latest Investment Product and Service Launches
Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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