PLANSPONSOR 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
Americans Unfamiliar With 529 Plans

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

401(k) Plan Excessive Fee Lawsuit Filed, Settlement Reached

One day after a complaint was filed, Philips North America agreed to pay $17,000,000 to settle the lawsuit questioning its failure to offer a stable value fund and less expensive share classes and investment vehicles for other funds.

Are Managed Accounts Better for Participants Than TDFs?

Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans.

Wells Fargo Faced With Revenue Sharing Lawsuit

Despite Wells Fargo's admission and resolution of an error, the Chattanooga Fire & Police Pension Fund wants an accounting of all compensation the bank received while it was trustee of the fund.

When a Downward Trend in the Average Deferral Rate Is a Good Thing

Chris Barlow, national director of defined contribution investments for BMO GAM, riffs on the results of a new “DC Conversations” industry assessment; among the top findings is a downward trend in deferral rates across all sectors since 2010.

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

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

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