Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 27th, 2016
Fiduciary Outsourcing Amid Major Reform
While some in the investment management and retirement planning industries have fought back against the Department of Labor’s work to strengthen the definition of a fiduciary, just as many believe it could actually put retirement plan advisers, particularly those who offer fiduciary services, in a stronger position. Read more >
Investors Paid Lower Fund Expenses Than Ever in 2015
The ongoing decline in fund expenses was primarily driven by asset flows into lower-priced vehicles, Morningstar says. Read more >
Employers Increasing Financial Wellness Programs
In line with controlling costs, many employers are widening their voluntary benefits and increasing employee-paid benefits, according to a Prudential Group Insurance employee benefits survey. Read more >
Not-for-Profit/Governmental DC Market an Opportunity for Advisers
Nearly two-thirds of 403(b) plan sponsors engage an adviser or consultant, and survey results suggest that this number could be on the rise, a Cerulli report says. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
Two-Thirds of Americans Believe ‘The American Dream’ Is Attainable
However, nearly one-third say that their definition of what The American Dream means has changed in the past five years, and many think it will be different from how their parents viewed it. Read more >
Fewer Americans 'Very Satisfied' With Retirement
“The drop in very satisfied retirees is not limited to any particular economic group. This is clearly a more general trend,” says Sudipto Banerjee, EBRI research associate and author of the study. “What’s not yet clear is exactly why this is happening.” Read more >
Cetera Launches Platform for Navigating Fiduciary Rule
The tools and resources are designed to help advisers succeed in the regulatory environment created by the finalized DOL fiduciary rule. Read more >
NerdWallet Offers 401(k) Rollover Cost Comparison Tool
“At NerdWallet, we want to empower consumers to take control of their futures by helping them make the best financial decisions,” says Kyle Ramsey, head of investing and retirement for NerdWallet. Read more >
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