Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 13th, 2017
Congratulations to the 2017 PLANADVISER Top 100 Retirement Plan Advisers
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled each year from responses to the PLANADVISER Retirement Plan Adviser Survey. As in years past, the 2017 listing saw the bar raised once again in terms of key statistics around practice growth, dedication to the DC market, and more. Read more >
Smart Beta May Support Long-Term DC Investors
Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing. Read more >
Aon Benefits and HR Business to Be Acquired by Blackstone
Aon plc, President & CEO Greg Case said, “We believe that this platform will thrive under Blackstone’s ownership as a focused, standalone company.” Read more >
Real Assets Will Win Institutional Investor Allocations in 2017
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes. Read more >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
Inertia Remains a Plan Sponsor Problem, Too
Open MEPs Could Create Many Opportunities for Advisers
AARP Launches Social Security Resource Center
Sponsored message from T. ROWE PRICE
Financial Wellness Resources
Visit the DC Advisor Solutions & Tools Center to access financial wellness resources. Read more >
Setting Rate and Return Assumptions Is Tough
Predictions vary around market returns and interest rates for 2017, although some have predicted rates solidly above 5% by the end of 2018. Read more >
Retirement Industry People Moves
Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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