Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 28th, 2017
Bill Would Address Loan Repayments and Savings After a Hardship Withdrawal
The Shrinking Emergency Account Losses (SEAL) Act would allow employees to continue to contribute to their DC plans during the six months following a hardship withdrawal, among other things. Read more >
Study Reveals Best Practices for Participant Communications
Advisers can help with best practices as plan sponsors are increasingly taking it upon themselves to devise their own communication strategies to engage their participants. Read more >
Working With an Adviser Doubles Sense of Retirement Security
Forty-three percent of pre-retirees who work with an adviser feel well prepared for retirement, compared to 21% who have no adviser. Read more >
Does White Labeling Conflict With Transparency Trends?
At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you. Read more >
MOST READ ARTICLES
1
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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A New World and New Opportunities for Alpha
3
Home Depot ERISA Lawsuit Clears Dismissal Motions
4
AutoZone ERISA Suit Clears Motion to Dismiss
5
Intel Now Faces Consolidated Suit Over Alternatives in TDFs
New Solution Automates Adviser Marketing Efforts
The solution is built around automated newsletters that establish regular contact with clients and prospects. Read more >
Investment Products and Service Launches
Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index Read more >
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