PLANADVISER Weekend Newsdash
Week ending February 5th, 2016
NOTE FROM THE EDITOR
Happy Friday PLANADVISER readers! This week’s editor’s choice kicks off with some lighter fare—a look at star quarterback Payton Manning’s own imminent retirement and the health of NFL players' pension plan. The plan, like many sponsored by private employers in the U.S., is struggling with a low funded status and other challenges. The week gone by also had plenty of news related to the DOL's forthcoming fiduciary rule and the wider regulatory and market environment marked by stubborn bouts of volatility.
Editor's choice
A Look at Retirement Benefits for NFL Players
Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring. Read more >
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 >
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 >
Institutional Investors See First Losing Year Since Financial Crisis
Institutional assets tracked by the Wilshire Trust Universe Comparison Service, saw the first negative calendar year since the financial crisis, with a median return of -0.17%. Read more >
Now Is the Time to Review In-Plan Income with Plan Sponsor Clients
IRIC finds plan sponsors that have not recently revisited an in-plan income  solution will be more inclined to do so in 2016 “since the landscape is very fluid and new solutions appear often.” Read more >
MOST POPULAR STORIES
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest

Out of five witnesses called before the House Subcommittee on Investor Protection, Entrepreneurship and Capital markets, just one spoke favorably about the SEC’s conflict of interest regulations—and his support was conditioned on the SEC taking further action in this area.

Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense

Despite a setback for Oracle at the class certification stage, a new ruling out of a federal court in Colorado pushes back strongly against many—but not all—of the plaintiffs’ claims.

Retirement Industry People Moves

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Many Widows, Divorcees Feel Patronized by Financial Advisers

If they feel this way, they are inclined to shun advisers altogether, New York Life Investments learned in a survey.

Some Say Investors Are Better Served by Tactical TDFs
The Great Recession prompted many target-date fund managers to begin to consider tactical glide-path deviations based on market conditions and forecasts.

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

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

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