Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 2nd, 2017
DOL Fiduciary Rule Delay Language Emerges
The new leadership at DOL has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration and set to take effect next month. Read more >
From the Magazine: Freezing DB Plans
Stewart Lawrence, national retirement practice leader for the Segal Group, in New York City, says there is no right or wrong way in deciding to freeze a defined benefit plan; it is a value judgment for plan sponsors. They just need to review and evaluate their options before they follow through. Read more >
Investors Increasingly Embrace ETFs for Liquidity
ETFs have taken on a central role in critical investment functions like risk and liquidity management.  Read more >
To Truly Help Participants, Consider Their Family Situation
When retirement plan advisers talk about their primary concerns for clients, it usually revolves around deferral rates and retirement income projections. However, there are a handful of advisers who use their one-on-one advice sessions as an opportunity to gain insight into participants’ family obligations and goals—and they claim the approach enables them to provide a more complete financial picture. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
5
Lack of Emergency Savings Intersects Retirement Concerns
Short Term Financial Wellness is Key to Retirement Planning
Even though retirement plan sponsors are seeing higher participation rates, several employees struggle with handling debt, budgets and savings, which is undermining retirement readiness. Read more >
Single-Premium Pension Buyout Sales Ticked Up During 2016
Employers are clearly still committed to moving risk off of their balance sheets by pursuing single-premium pension buyouts. Read more >
Retirement Plan Participants Need to Prepare for Lower Returns
Retirement plan sponsors and participants are not prepared for the lower expected investment returns in the future, BlackRock finds, and it suggests actions they can take. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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