Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 25th, 2016
Advisers Compete With Internet for Investment Advice to Participants
A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants. Read more >
DOL Accuses Firm of Prohibited Retirement Plan Loans
The suit alleges a law firm president and owner caused the company’s retirement plan to loan thousands of dollars to real estate deals he controlled. Read more >
Guide to Delegated Investment Management Issued
Willis Towers Watson says delegation, i.e. turning over certain administration or compliance functions to a third party, isn’t always a simple outsourcing solution. Read more >
Retirement Industry People Moves
Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution. Read more >
Basic Training
The Department of Labor is beginning to examine the training of plan committee fiduciaries, which is why advisers should consider helping plan sponsors with this task. 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 J. P. Morgan Asset Management
Leverage the power of re-enrollment to drive change
Today’s special edition focuses on helping plan sponsors get participants on the right investing path with re-enrollment—a powerful tool that can help improve retirement outcomes.  Read more >
The Appeal of CITs
Transparency, lower fees and customization are spurring growth of collective investment trusts (CITs) in the retirement plan space. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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