Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 31st, 2017
2017 PLANSPONSOR Plan Advisers of the Year Announced
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >
FINRA Aims For Closer Policing of Elder Financial Abuse
The Securities and Exchange Commission has approved FINRA’s rule proposal addressing financial exploitation of seniors. Read more >
DOL Rules on Government-Run Retirement Plans Overturned by Senate
Some industry groups were worried the DOL rules would mean individuals in these plans would not get the same protections as those in employer-sponsored plans. Read more >
Plan Sponsor and Participant Clients Thirsty For HSA Guidance
Fourteen years after HSAs first hit the scene, there are still fundamental misunderstandings about how they work. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
2017 PLANADVISER Micro Plan Survey
Micro-sized defined contribution plans, as defined by the 2017 PLANADVISER Micro Plan Survey, are those with less than $5 million in assets. Taken as a whole, however, the micro-plan market in many ways is large. Read more >
Report Calls Out Gender Disparity in Treatment of Adviser Wrongdoing
According to a report by the NEBR, women are punished more severely than men for misconduct and they are also less likely to find new employment. Read more >
OneAmerica Updates Retirement Readiness Tools
The firm’s redesigned retirement readiness website is a place where plan sponsors can seek out vital information to fill the knowledge gaps identified by industry research. Read more >
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