Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 1st, 2016
Each year PLANADVISER and PLANSPONSOR host the highly anticipated Awards for Excellence Dinner at the beautiful Chelsea Piers in New York City. At the 2016 event, which took place yesterday, we honored the nation’s leading retirement plan sponsors and advisers, as well as the top product, investment and service providers. Follow the link for coverage of all our 2016 award winners, including our Plan Sponsors of the Year, the Top 100 Retirement Plan Advisers, DC Survey Standouts, Plan Advisers of the Year, Adviser Choice Awards, Service Stars and more!  Read more >
Financial Engines: Most Americans Back Fiduciary Reform
A strong majority of investors surveyed by Financial Engines believes advisers should be legally required to provide “non-conflicted advice” in retirement planning contexts. Read more >
Each Company Needs its Own Financial Wellness Program
It may seem obvious what financial help each generation needs, but when employers ask employees what they need, they may be surprised. Read more >
Liability-Driven Decisions
There is no doubt that litigators have been busy, both in 2015 and in the early days of 2016. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Strong Push for Self-Directed Investing
There is a strengthening push for more self-directed investing, especially among male investors labeling themselves as “anxious.” Read more >
Investment Product and Service Launches
John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; AMG Funds debuts Active Scorecard fund screening tool. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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