Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 12th, 2016
Final Fiduciary Rule Still Favors Level-Fee Work
Even with some significant softening by the Department of Labor and a more workable Best Interest Contract exemption, the new fiduciary rule is sure to drive more level-fee business for plan advisers and their service provider partners. Read more >
Financial Wellness Definition Must Consider Emotion
An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.” Read more >
Americans' Inflation Concerns Often Overestimated
Nearly half of Americans say they are “very concerned” or “terrified” that the rising cost of living will affect their retirement plans, according to a survey from the Allianz Life Insurance Co. of North America. Read more >
Baby Boomers' Retirement Confidence Decreasing
When asked how they will pay for living expenses if financial resources are depleted, most Boomers say they will try to rely solely on Social Security, and more than half say they will try to return to work. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from PLANADVISER and VOYA FINANCIAL
Reaction to the DOL Fiduciary Rule
PLANADVISER and Voya Financial will host a series of in-depth webcasts on the final fiduciary rule, published last week by the Department of Labor. The first session in this timely series takes place Wednesday, April 20, at 2 p.m. EST. Follow the link to register.  Read more >
The Best of the Best Plan Advisers
The 2016 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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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