Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 19th, 2016
Final Fiduciary Rule Brings 'Sigh of Relief' from Advisers
Many advisers feared they would have to make massive changes to their businesses based on the DOL’s final fiduciary rule, but the big reveal brought more of a sigh of relief than pretty much anyone expected, says one experienced ERISA attorney.  Read more >
DOL Announces Several Fiduciary Responsibilities Events
The Department of Labor’s Employee Benefits Security Administration is hosting five fiduciary responsibilities seminars from May through August, in locations across the country. Read more >
Behavioral Finance Analysis Highlights Savings Commitment Issues
Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed to the long-term side of savings. Read more >
Millennials Envision Retirement as a New Chapter in Life
Millennials are looking forward to retirement in new and refreshing ways, suggesting that retirement in the future could become something very different from what it is today, according to the latest Merrill Edge Report. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
4
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Lack of Emergency Savings Tops Financial Concerns
Employees are also worried about not being able to retire at the age they want and being laid off, according to a PwC survey. Read more >
Get to Know the 2016 PLANSPONSOR Retirement Plan Advisers of the Year
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories. The winners’ practices demonstrate many of the best outcomes-based strategies that the retirement planning industry has to offer. Read more >
Wilshire Unveils Wealth Management Platform
Wilshire Funds Management, a business unit of the global investment manager Wilshire Associates, announced the Wilshire Wealth Management Platform, “an end-to-end adviser platform that leverages technology from leading financial solutions provider Vestmark.” Read more >
MoneyGuidePro Aligns Services With New Fiduciary Standard
The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. Read more >

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

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

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