Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 30th, 2017
2017 Awards for Excellence Dinner
This evening we will be celebrating the 2017 PLANSPONSOR/PLANADVISER Awards for Excellence Dinner in New York. At the dinner we will reveal winners of the Retirement Plan Adviser of the Year and Plan Sponsor of the Year awards—and we will recognize those who have earned other designations, such as the Top 100 Retirement Plan Advisers and the Adviser Choice Awards. More information is available here; we hope you will be joining us! Read more >
OMB Receives Final Fiduciary Rule Delay Language
The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing conflicts of interest in the advisory and investment industries.  Read more >
Aggregating a Client's Assets
Aggregating retirement and personal accounts to provide a reduced fee may be well-intentioned but, unfortunately, could result in a prohibited transaction under the Internal Revenue Code and ERISA. Read more >
Lack of Financial Literacy Is a Lifetime Problem
People of all age groups on average estimated losing $30,000 or more throughout their lifetime due to their lack of financial knowledge, a new survey finds. Read more >
SECURE Act Ensnared in Senate After Flying Through House
Newly Allowed 401(k)s Will Need Advisers
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Without Infrastructure Fees, Recordkeepers Would Go Out of Business
Sponsored message from MFS
Learn how MFS actively manages DC investments. Read more >
Advisers Don’t Always Boost Investor Confidence
Among those already engaged with their finances and financial services professionals, retirement planning remains a hot topic—but investors broadly feel confused and concerned.  Read more >
New Campaign From Lincoln Focuses on Women
From saving more for retirement to buying life insurance to taking advantage of group benefits that are offered at work, this initiative will provide consumers with actionable takeaways. Read more >
Fidelity Announces Two Managed Account Solutions
The firm’s new Index-based managed account will track a market benchmark using index funds from the employer’s 401(k) lineup; Fidelity is also offering its “Smart QDIA,” which consists of a target-date fund  and the Fidelity Portfolio Advisory Service at Work managed account. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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