Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 17th, 2017
Parties Agree to Settlement in New York Life Self-Dealing Suit
The insurance company will pay $3 million to a settlement fund. Read more >
Opportunities Exist for Recordkeepers to Maintain and Gain Assets
However, the motivation for moving outside assets or DC plan assets to the provider varies, so recordkeepers should tailor their communications to different groups. Read more >
Everplans Network Amplifier Focuses on Growth and AUM Retention
According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85% of children fire the financial adviser after their parent dies. Read more >
Investors Pour Money Into Mutual Funds and ETPs in January
Passive strategies continued to lead demand. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Asset-Map and Redtail Integrate Key CRM Services
The firms suggest their service integrations will enhance adviser-client conversations. Read more >
Furthering the Science of Diversification
“Low growth, low interest rates and fully valued equities make the hope for strong future returns just that—a hope,” new research from Willis Towers Watson warns. Read more >
Investment Products and Service Launches
Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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