Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 7th, 2017
Fiduciary Rule Double-Take Leaves Retirement Industry Perplexed
The Trump White House has clearly tried to label itself as pro-business, but the effort to halt the fiduciary rule has so far injected more confusion than clarity for advisory firms. Read more >
CVS Participants' Stable Value Fund Suit Fails Again
Fiduciaries have a lot of responsibilities, but they are not required to predict the future, and cannot be held liable for deciding to avoid risks that, in hindsight, could have been tolerated. Nor are they held to the standard of looking to the average and copying what they see. Read more >
Facing Uncertainty With Laddered Fixed-Income Portfolios
“As the years move along, I continually have a cash flow coming back in from maturing securities, I can keep the ladder rolling and reinvest this with a fresh risk perspective. For income-focused investors, i.e. retirees, a gradually rising rate environment is actually a fantastic environment for these laddered portfolios over time. It leads to durably higher spending ability for the end-holder of these investments.” Read more >
Navigating Through a Low-Fee World
“About 45% of households believe the financial advice they receive is free, or they are unsure whether they pay for financial advice, but there are several forces driving consumers’ attentiveness to fees,” according to a new study by Cerulli Associates. Read more >
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Sponsored message from T. Rowe Price
DC Advisor Solutions & Tools Center
Visit the DC Advisor Solutions & Tools Center to access Financial Wellness resources.  Read more >
Some So-Called Financial Wellness Providers 'Not Doing It Right'
Retirement plan sponsors need help filtering out which providers of financial wellness education and solutions are free of conflicts and are really helping participants. Read more >
Cultivating Your Practice
Positioning a firm for strong growth is about much more than simply adding an extra adviser or two. Read more >
MassMutual Custom Yield Curve Solution Offers More Transparency
Custom yield curves help DB plan sponsors determine an appropriate discount rate to measure liabilities for their pension and other post-retirement benefit obligations, the firm says. Read more >

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

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

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