Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 22nd, 2016
Presidential Candidates Need to Address Aging and Retirement
With relatively flat fertility rates, rising longevity and 10,000 Baby Boomers turning 70 every day, America is becoming a “gerontocracy,” says Ken Dychtwald, chief executive officer of Age Wave in San Francisco. Read more >
Fiduciary Rule-Driven Practice Changes Coming Into Focus
A new survey of retirement plan services providers conducted by the SPARK Institute identifies some of the ways providers are planning to modify their business practices to work within the new fiduciary regulatory structure. Read more >
Advisers Say Fiduciary Rule Will Help Business
More than half of advisers polled think the DOL regulation will help their businesses by leveling the playing field on retirement advice and eliminating competition. Read more >
Plan Committee Training Pitfalls
“There is nothing in ERISA that requires fiduciary training of any kind, and there has been no formal guidance from the DOL indicating that training is required,” says Julie Stapel, a partner in the Chicago office of law firm Morgan, Lewis & Bockius LLP. “But, in recent examinations, the DOL has been asking sponsors when their plan committee members last received fiduciary training.”  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
Americans Losing Sleep Over Finances
Americans are the most concerned about retirement costs and the least worried about credit card debt, a study finds. Read more >
Investment Manager Confidence Growing in 2016 Outlook
Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets. Read more >
IRS Webcast Will Discuss 403(b) Universal Availability Rules
The webcast will address treatment of different types of employees ways to fix universal availability errors, among other things. Read more >
LPL Financial Adopts Behavioral Finance Program
The Behavioral Finance Advice program strives to help advisers “understand how behavioral advice can support and impact both the adviser and client’s investment practices.” Read more >
T. Rowe Price Expands QM Equity Fund Lineup
T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. Read more >
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