Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 14th, 2017
Lower Return Environment Highlights Role of Private Equity
New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance. Read more >
Low Levels of 401(k) Trading Measured During 2017
The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. Read more >
Adviser Client Base Skews Male
Survey data from COUNTRY Financial shows a quarter of women have never sought financial advice from a professional, compared to 15% of men. Read more >
Mercer Anticipates Acceleration of Pension Activity
“We have seen many iterations of de‑risking actions over the past decade, and we see full plan terminations as the next wave, as many frozen plan sponsors convert from gradual steps to a Big Bang,” Mercer says. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MFS
Learn How MFS Actively Manages DC Investments
A talk with Joseph Flaherty, Chief Investment Risk Officer, MFS Read more >
Investment Products and Service Launches
American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes. Read more >
Investing in Harmony
DOL guidance and Millennial interest spur plans to consider ESG Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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