Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 13th, 2017
Non-Retired Americans Anxious About Retirement Planning
A survey found that only 46% of non-retired Americans are confident they will reach their retirement goals, compared with 49% who are not confident (29% not sure, 20% don’t think they ever will). Only 5% of non-retired Americans report they have already reached their retirement goals. Read more >
Freezing DB Plans
There are several reasons a plan sponsor may freeze its defined benefit plan, and there are several decisions the adviser should help his client work through when it is about to do so, as well as show the sponsor how it should manage the plan afterward. Read more >
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year
Get to know 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 >
DC Plan Investors Can Learn From Endowment Portfolios
Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
HSA Knowledge Gap Offers Clear Adviser Service Role
Advisers Moving to a Client-Centric Model
Employees Have Yet to Embrace HSAs
With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage. Read more >
DOL's Final Rule on Disability Benefits
Although rarely a high-profile item, there is no question that long-term disability cases are the most frequently litigated Employee Retirement Income Security Act claims. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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