Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 6th, 2016
Sec. Perez and Department of Labor Unveil Final Fiduciary Rule
It’s been the better part of a decade in the making, but the new fiduciary rule from the Department of Labor is finally here. Read our initial coverage now, and make sure to check back during the day for industry reaction and analysis. Read more >
Deadline Approaching for Pre-Approved Plan Restatements
The IRS reminding plan sponsors that April 30 is the deadline for those using pre-approved retirement plan documents to sign an updated version of their 401(k), profit-sharing or other DC retirement plans. Read more >
Worries About Aging Cut Both Ways for Clients and Families
Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances; and around it goes. Read more >
Consultants Suggest Tapping Into Active Management
Active management is still the favored investment approach for most major asset classes and target-date retirement strategies, according to the 10th annual PIMCO Defined Contribution Consulting Support and Trends Survey. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Advisers Remain Focused on Market Volatility for Q2
Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals. Read more >
Americans Want Financial Literacy Taught in Schools
Schools are beginning to teach students more about finances, and many Americans feel the trend is long overdue. Read more >
Millennials Confident in Their Financial Skills
Despite greater economic hurdles Millennials will face compared to their elders—unprecedented student loan debt, unemployment and stagnant wage growth—they are confident that they will “make it” financially.  Read more >
Principal Unveils ‘HD’ ESOP Repurchase Liability Modeling
Repurchase liability means making sure clients have enough liquid cash for major events, for example when an employee retires and needs to cash out of his or her ESOP holdings. Read more >
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