Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 23rd, 2017
Oracle Fails to Get 401(k) Excessive Fee Suit Dismissed
A judge concluded that the legal and factual merits of plaintiffs’ claims are better resolved on a fuller factual record, either in the context of a motion for summary judgment or at trial. Read more >
Dodd-Frank Repeal Battle Parallels Fiduciary Fight
Federal agencies and initiatives carry significant momentum and must be redirected carefully, but forcefully, by any incoming president. Read more >
A TDF With Income in Mind
Income-oriented portfolios with significant allocations to assets such as REITs, high-yield bonds, preferred stocks and non-U.S. developed stocks may help investors meet the challenge of producing retirement income with less reliance on their savings. Read more >
Advisers and Clients Must Discuss Risk Together
“I understand that many advisers don’t want to potentially scare their clients with talk about possible volatility in the market. But, if an adviser has a conversation about a crash now, in the light of calm markets, they can have a very rational discussion of why it is important to take that risk.” 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
Gen X, Baby Boomers Say Longevity Is Both a Blessing and a Curse
Despite saying they could do more to save for a longer retirement, about 92% of respondents to a T. Rowe Price survey feel their ideal retirement is very or somewhat attainable. Read more >
Millennials Favor ESG Amid Unfavorable Political Climate
While little concrete policy has yet been crafted, it is commonly assumed that the Trump administration will have little enthusiasm for promoting environmental, social and governance investing. Read more >
Retirement Readiness Analysis Includes Multiple Factors
Account balances are not the only gauge of retirement readiness; participant loan, hardship and deferral behavior can identify those not really prepared. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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