Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 9th, 2017
Analysis Links State-Run IRAs With Medicaid Savings
A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is ill advised.  Read more >
A TDF Built With Income in Mind
“Income-oriented portfolios with significant allocations to assets such as REITs, high-yield bonds, preferred stocks and non-U.S. developed stocks may help investors meet the challenge of producing retirement income with less reliance on their savings.” Read more >
Strong Market Boosted ETF Flows During January
In January, assets in exchange-traded funds around the globe rose by $64 billion, according to Strategic Insight’s Global ETF FlowWatch. Equity ETFs received the strongest inflows, $25 billion, followed by bond and commodity ETFs, garnering $17 billion and $2 billion, respectively. Read more >
Which TDFs Were the Best Sellers in 2016?
For all investment managers, assets in target-date portfolios expanded by 20% last year, from $1.11 trillion at the end of 2015 to $1.33 by year-end 2016. CIT target-date assets grew by 29%, according to Sway Research.  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
Aggregating a Client's Assets
“I work for a broker/dealer firm that is affiliated with a registered investment adviser. The firm provides brokerage services to both non-retirement and retirement investor accounts such as IRAs and ERISA accounts. The fee is asset-based, and breakpoints are used to determine the fee (with an incrementally reduced fee charged as asset value exceeds certain prescribed amounts). Can all accounts be aggregated so the investor will get the benefit of a reduced fee?” Read more >
Morgan Stanley and Ascensus Launch Retirement Program
The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration. Read more >
Betterment and ADP Announce Integration Plans
Betterment for Business announced plans to complete a payroll integration with ADP in the second half of this year. Read more >
Merit Financial Group Reveals Wellness Platform
The new worksite financial wellness platform provides customized education, coaching and participant monitoring. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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