Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 24th, 2016
The Case for Third-Party RIA Compliance Reviews
Following a sit-down with one SEC commissioner, CEFEX leadership predicts the regulator will propose new requirements for third-party advisory practice reviews before the close of 2016. Read more >
DC Participants Mostly Stayed the Course with Investing in 2015
However, levels of reallocation activity were slightly higher than the reallocation activity observed in the first three quarters of 2014, ICI found.  Read more >
Biggest Employers Have Moved A Long Way on Retirement
The Fortune 500 listing is often thought of as a pillar of stability, but that description hardly fits the way the world’s biggest companies have handled retirement benefits in the last 20 years. Read more >
Voya Signs Pension Risk Transfer Deal
Voya Retirement Insurance and Annuity Company has entered an agreement to provide pension payments to approximately 5,000 retirees and beneficiaries currently covered under the Chemtura Corporation Retirement Plan.  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
How Rising Interest Rates Affect Stable Value Funds
Open MEPs Could Create Many Opportunities for Advisers
2016 PLANSPONSOR Retirement Plan Advisers 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 >
Jackson Launches Morningstar-Powered Tax Deferral Illustrator
Jackson National Life Insurance Company is now working with Morningstar to deliver the Tax Deferral Illustrator, a new tool enabling financial professionals to visually demonstrate the impact taxes can have on clients’ retirement income over time. Read more >
PRI, TD Ameritrade Team to Offer Adviser Resources
The Pension Resource Institute is making its RetirementAdvantage program available to registered investment advisers that work with TD Ameritrade Institutional. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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