Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 9th, 2016
Many Advisers With Misconduct Records Are Rehired
Using the disciplinary records of 1.2 million financial advisers in FINRA’s BrokerCheck database between 2005 and 2015, researchers found that 7% of advisers had misconduct records, and 50% of those with a misconduct record were fired. Read more >
Revenue-Sharing Payments for Fiduciaries
ERISA attorneys weigh in on thorny adviser FAQs, such as what’s allowed under ERISA when a fiduciary investment adviser who receives an advisory fee for services also owns a company that provides recordkeeping services to ERISA plans. Read more >
Confronting Health Care Cost Fears With Hard Data
The 2016 Guide to Retirement from JP Morgan Asset Management provides a range of insights about the financial challenges individuals should expect in retirement, including hard figures on Medicare premiums, long-term care costs and other critical aspects of retiree health care.   Read more >
Retirement Seems Like Distant Dream to Most Gen Xers
Generation X’s skepticism about retirement may be warranted, according to a report from the Insured Retirement Institute. More than one-third of this age group has nothing set aside for retirement. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Latest PLANADVISER Micro Plan Survey Results
Perhaps one of the most telling findings from the 2015 PLANADVISER Micro Plan Survey is the increase in the number of retirement plans that work with an adviser and have $5 million or less in plan assets. Read more >
America's Best 401k to Offer Payroll Solutions
Heartland Payment Systems, Inc. has been chosen by America’s Best 401k to provide payroll, payment processing and lending solutions for its small and midsize business clients. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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