Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 18th, 2016
President Again Proposes Cap on Retirement Savings
There is a familiar proposal in President Obama’s Fiscal 2017 Budget that seems to crop up every year—aimed at placing a cap on amounts that can be accumulated in tax-deferred retirement savings plans. Read more >
Private Pensions Are Hungry for Consulting and Advice
Pension funds’ mission to deliver optimal outcomes over the long term continues to be tested by historically low interest rates, booming retiree populations and increased life expectancies, as well as resurgent market volatility. Read more >
Formal Marketing Vs. Client Referrals
Winning new business, a common reason to embark on a marketing plan, often walks a tightrope between referrals and more formal marketing spend. “There is no magic bullet,” says Ty Parrish, managing partner of Blue Prairie Group.  Read more >
IFP Plan Advisors Unveils Retirement Resource Desk
The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development.  Read more >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit
Open MEPs Could Create Many Opportunities for Advisers
AARP Launches Social Security Resource Center
Retirement Industry People Moves
Ameritas Launches Net Asset Value Retirement Plan Platform
The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.” Read more >
2016 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
The 2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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