Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 10th, 2017
JP Morgan 401(k) Target of Third ERISA Challenge
All three lawsuits filed in New York district court argue the company improperly favored its own investment options within the retirement plan offered to workers; the firm flatly denies the underlying allegations. Read more >
Economic and Infrastructure Debate Presents Opportunity
Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility. Read more >
Investor Understanding of Liquid Alternatives Remains Low
Research from Cerulli Associates warns consumers broadly do not understand liquid alternative investments—what they are made of or how they are supposed to function. Read more >
Vanguard TDFs Were the Best Sellers in 2016
Investors added $96 billion to the portfolios, giving Vanguard a 34% market share. Read more >
Half of Households Likely to Face a Retirement Shortfall
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
Average Age Americans Plan to Retire Is 62
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
Sponsored message from OPPENHEIMERFUNDS
Looking Under the Hood—Evaluating Target Date Funds
Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants. Read more >
Employees Using ESPPs Wisely, Fidelity Says
The investment firm says that employee stock purchase programs (ESPPs) can significantly boost workers’ savings. Read more >
401(k) Plan Trading Low for February
Aon Hewitt finds that trading among investors in DC plans during February was the lowest it has been in months. Read more >
Investment Products and Service Launches
Voya Launches Retirement Planning Suite; Schwab Partners with eShares; and USAA Deploys Military Retirement Comparison Tool. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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