Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 2nd, 2016
Invesco Agrees to Settle DOL ERISA Allegations
The U.S. Department of Labor’s Employee Benefits Security Administration has reached a settlement agreement with a subsidiary of Invesco Ltd., an Atlanta-based investment management firm. Read more >
Blending the Benefits of Managed Accounts and TDFs
Cerulli Associates outlines various hurdles to wider managed account adoption in a new report, while urging advisers to consider how managed accounts can complement TDFs. Read more >
Corporate DBs Beat Other Institutional Investors in Q1 2016
“Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services. Read more >
Advisers Can Leverage ‘Workplace Champions’ for Financial Wellness
The vast majority of employees saving for retirement say their financial decisions are most impacted by family and friends, according to the International Foundation of Employee Benefit Plans. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
Average Age Americans Plan to Retire Is 62
5
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
Sponsored message from VOYA RETIREMENT
Talking with Charlie Nelson of Voya Retirement
Allison Cooke-Mintzer, Editor-in-Chief of PLANADVISER, talks with Voya Retirement CEO Charlie Nelson about his first year on the job at Voya. Read more >
Record Number of 401(k) Savers Increased Contributions in Q1 2016
In addition, the average balance for people who have been in their 401(k) continuously for 10 years increased 2% year-over-year, according to Fidelity data. Read more >
Retirement Industry People Moves
Oppenheimer names head of beta solutions; Eng rejoins AB in custom DC solutions; Mariner Retirement Advisors joins GRP Advisor Alliance, and more. Read more >
Referrals and Relationships
The pros and cons of taking on a retirement plan from someone you know.  Read more >
PLANADVISER Top 100 Retirement Plan Advisers
This year advisers are recognized in four groups, based on the number of advisers and number of total employees including support staff. Read more >

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

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

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