Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 8th, 2016
For JP Morgan Researchers, ‘Six Is the New Eight’
Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades. Read more >
Cerulli Associates Sees Data Usage Coming Up Short
More than half of medium and small-sized asset managers (less than $100 billion in assets under management) report they are “still cleaning and trying to understand their big data sets.” Read more >
Americans Fear Poor Health Could Derail Retirement Savings
A secure retirement means more than just having enough dough to cover the bills. Before retiring, people need to adopt a healthy lifestyle and develop a lifestyle plan to avoid stress, says Michael Schweitzer, global head of sales and distribution at HSBC. Read more >
BlackRock Finds Women's Financial Outlook Is Stronger
Just over half of women feel positive about their financial futures, up from 46% a year ago. Forty-two percent are confident they are making the right savings and investment decisions, up from 34% a year ago. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from OPPENHEIMER FUNDS
Using Custom Target Date Funds in Defined Contribution Plans
As adoption of target date funds increases, DC plan sponsors should be aware of the fiduciary concerns and best practices associated with implementing them in their plan.  Read more >
Overly Confident Investors May Take the Biggest Falls
In a study published in The Journal of Personal Finance, Rui Yao, an associate professor of personal financial planning, has identified several risk factors for people who are more likely to make investment mistakes during a down market. Read more >
Advisers Give Big Boost to Financial Wellness Programs
Employees who engage in multiple live interactions with a financial professional experience a much higher degree of positive behavioral change towards financial wellness than those that engage solely online, a new analysis from Financial Finesse suggests. Read more >
Voya Financial Rolls Out Planning Program
Voya Financial Advisors Inc., the broker/dealer business of Voya Financial, has unveiled a new Advanced Planning Program to help financial advisers nimbly meet their clients’ needs. Read more >

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

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

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