Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 15th, 2016
What ERISA Attorneys Will Look for in Final Fiduciary Rule
More than a thousand reporters and industry practitioners dialed into a recent regulatory review session put on by two ERISA experts at Drinker Biddle and Reath. Natixis hosted the call, “which drew more interest than any previous regulatory webcast the firm has hosted focusing on the employer-sponsored retirement planning space.” Read more >
Most Retirees Roll Assets Out of Retirement Plan
Those who rolled money over with the help of an adviser were more likely to have a comprehensive retirement plan. Read more >
How Much Have Americans Saved?
More than half of Americans said in a survey they have less than $10,000 saved for retirement. Read more >
Advisers Flinch at Oncoming Fiduciary Rule
Fears about burdensome compliance tasks, changes in compensation and higher costs of doing businesses are the top concerns for advisers in a Fidelity study. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
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 >
In-Person Meetings Best Retirement Plan Participant Motivator
When asked how they feel about their retirement savings, participants today are considerably more positive, according to the 2015 Lincoln Retirement Power Participant Engagement Study. Read more >
Goldman Sachs Investment Management Acquires Honest Dollar
The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. Read more >
2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists
This years’ award categories may have changed, but one important thing remains the same: Our judges look for advisers that represent the best service to plan sponsors and their participants. Follow the link for this year’s categories and finalists. Read more >
Cetera Rolls Out Retirement Platform for Advisers
Cetera Financial Group has finished developing its retirement plan solutions platform for advisers. Read more >
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