Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 2nd, 2016
Jealous of Your Parent’s Retirement Security?
Three in four U.S. employees expect they will not be as secure in their retirement years as their parents, according to Willis Towers Watson 2015 Global Benefits Attitudes Survey. Read more >
Convinced They Are Right, Investors Misuse TDFS
Although the vehicle is designed as a diversified, age-appropriate investment product for the entirety of an investor’s retirement assets, most target-date fund users don’t remain fully invested in them as their 401(k) balances grow. Read more >
Timing Is Key When it Comes to Social Security
The uptick in longevity and the resulting possibility of a longer retirement will create added financial pressures for many workers, according to Northwestern Mutual. Read more >
Institutional Clients Don’t Always Speak Your Sales Language
Dozens of asset managers and consulting firms are courting institutional investors with solutions-based approaches, yet relatively few are successfully achieving meaningful recognition for their LDI or OCIO capabilities, according to Market Strategies International reporting.  Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Many Factors Can Set Women Back on Retirement Prep
“Women in the 21st century are better educated and enjoy career opportunities that our grandmothers’ generation could only dream about,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies. “However, even in 2016, a woman’s ability to achieve a secure retirement is filled with obstacles.” Read more >
Facing an Impoverished Retirement
Women are far more likely than men to face financial hardship in retirement, according to a new report from the National Institute on Retirement Security. Read more >
More Flexibility Needed in Replacement Rate Planning Tools
The GAO’s analysis of literature about replacement rates found that calculating an appropriate replacement rate can be complex. Read more >
DB Plans Are Fretting Latest PBGC Premium Hikes
Pension consulting expert warns PBGC premiums have reached an unsustainable level for many plan sponsors. Read more >
Live Webcast: Adviser Perspectives on Custom TDFs
Join us for a live webcast today, from 12 p.m. to 1 p.m. EST, to get the latest adviser perspectives on generating value for defined contribution plan clients through use of custom target-date funds. Read more >
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