Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 29th, 2016
Bankrate Measures Big Jump in Millennials' Savings
Millennials are saving more money than any other age group, with 62% stating they are saving more than 5% of their incomes, according to a survey. Read more >
Risk Capture Up and Down Market
Russ Proctor, director of institutional markets at Pacific Life Insurance Co., says the retirement specialist adviser is in a great position to help determine whether a sponsor is able to deal with the volatility and risk of a pension plan—or if they would be better served offloading it. Read more >
Sponsors Want More Frequent Plan Reviews
Retirement plan sponsors would like their advisers to review their plans more frequently, and when they do, to focus more on what the sponsors consider important, according to research from MassMutual Retirement Services. Read more >
'Viability' Pushes the Needle on Retirement Readiness Conversations
The concept of measuring retirement readiness of participants hasn’t caught on more because employers haven’t been shown the effect on their company of participants not being able to retire, says Hugh O’Toole, who created the Viability product. Read more >
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
Retirement Industry People Moves
SECURE Act Ensnared in Senate After Flying Through House
Upset in FINRA Board Large Seat Election
Rollover Mechanics and the Most Common Mistakes
Get to know the PLANADVISER Top 100
The qualification standards have risen considerably since our first high-performing advisers list, as retirement specialist advisers and consultants have built their practices. Read more >
Plan Sponsors Can Get Student Loan Solution from Prudential
Through a partnership with Student Loan Genius, Prudential clients can offer a student loan repayment benefit that will help employees save for retirement. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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