Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 11th, 2016
Advisory Practice Outlook Is ‘Tough But Exciting’
Not since the run up to passage of the Pension Protection Act or, thinking further back, the creation of the Employee Retirement Income Security Act have retirement plan advisers faced so much regulatory disruption. Read more >
Health Care Expense Tools Struggle to Capture a Complex Reality
Retirement savings levels needed for those with cancer, cardiovascular disease, Type 2 diabetes and other health issues vary considerably from the general population—and from patient to patient. Read more >
How Advisers Stack Up in Key Practice Management Areas
An index examines the practice management areas advisers consider most important and their self-perceived performance gaps in each. Read more >
Court Finds Custodial Agreement Must Be Provided to Participant
A federal judge found the agreement does dictate important aspects about the participant’s benefits under the 401(k) plan. Read more >
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TOP 100 Retirement Plan Advisers
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Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
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Retirement Industry People Moves
Advisers Teach Their Higher Ed Plans a Thing or Two
More higher education institutions are looking to hire advisers than ever before to better help their employees prepare for retirement, according to Brodie Wood, senior vice president of nonprofit markets at Transamerica Retirement Solutions. “Our report shows that 38% are looking to hire an adviser in next 12 months.” Read more >
Mercer Releases 2016 Guide to Social Security
Knowing what benefits Social Security and Medicare provide and the best age to start benefits is the first step in retirement planning, according to Mercer. New guidebooks from Mercer can help.  Read more >
DIVERSIONS: Things Not to Deduct on Your Tax Return
Sorry, that baby grand piano isn’t tax deductible for most people, and you can forget about deducting those new clothes.  Read more >

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

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

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