Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 4th, 2016
2015 PLANADVISER Micro Plan Survey
The services that advisers offer micro plans fall considerably short of what specialist advisers present to larger plans, something advisers can keep in mind when pursuing business in this market. Read more >
Raising the Plaintiffs’ Bar
The recent crop of excess fee cases include a subset of lawsuits against banks and financial institutions that sponsor 401(k) plans making their own products available on the investment menu of an in-house plan and utilizing subsidiaries to serve as the plan’s trustee and recordkeeper. Read more >
Americans Desire Advice About Saving and Investing
Less than two-thirds of Americans interviewed are confident they are saving enough for retirement, down from 72% in 2015. Read more >
Income Groups Show Wild Variance in Retirement Savings
“The State of American Retirement,” a paper from the Economic Policy Institute, looks at the retirement prospects of working-age families, focusing especially on retirement account savings. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Call to Action
Communication campaigns can underscore the value of the workplace retirement plan benefit, as well as the best ways to use the plan for participants.  Read more >
ASAE Launches Retirement Trust for Associations
Through the ASAE Retirement Trust, organizations gain access to institutional pricing that’s often out of reach for many associations and nonprofit organizations, the company says. Read more >
Investment Product and Service Launches
Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.   Read more >

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

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

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