Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 22nd, 2017
DOL Fiduciary Defenses Prevail In District Courts, But Does It Matter?
A series of recent district court decisions show strong deference for the DOL’s right to promulgate a more aggressive fiduciary standard—how relevant the decisions will remain under President Trump is still anyone’s guess. Read more >
Conservative Investors More Likely to Say Trump Presidency Will Help Portfolios
Nearly 70% of conservative investors think the new administration will benefit their portfolio, but only 30% of liberals think so. However, both are nearly equally likely to make changes to their portfolio in reaction to the new president.  Read more >
From the Magazine: Leveraging Provider Resources
Retirement plan advisers who strive to develop proprietary tools may very well be overlooking a wealth of resources available from their many providers. Read more >
Retirees in the West and Northeast Spend the Most
Looking at those between the ages of 50 and 64 living in New England, they spend nearly 2.5 times the amount on housing than those in the West South Central region. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
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 >
DOL Fiduciary Workshops Support Client Compliance
Speakers from the DOL will discuss basic fiduciary do’s and don’ts associated with operating an employer-sponsored retirement plan. Read more >
Parents and Grandparents Prioritize Children’s Well-Being, Retirement
They are forgoing frills to raise their children and save for retirement. Read more >
Groom Solution Makes Up for Loss of Determination Letter Program
Groom has developed its Document Compliance Service for individually designed plans that have current IRS determination letters. Read more >
PrairieSmarts Risk Platform Acquired by Covisum
The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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