Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 5th, 2016
Former GAO Leader Calls for a Retirement Rethink
David Walker, former head of the Government Accountability Office, called on the retirement industry to work alongside government and community leaders to build a better financial future for Americans. Read more >
Clarifying Scope and Value of Fiduciary Services
Before becoming founder and CEO of Unified Trust Co., Gregory Kasten was an M.D. in anesthesiology. When looking for retirement advice, Kasten “found a lot of smart people and advisers to talk to, and some of them had some powerful ideas, but most were ultimately trying to sell me a specific product or bring me back to a particular fund family.” Read more >
EBSA Covers Client Basics in Video Series
A new video series from the Employee Benefits Security Administration covers topics including setting financial goals, budgeting, determining a retirement savings rate and managing debt. Read more >
Advisers Hesitant to Recommend Guaranteed Income Options
Eighty-nine percent of all advisers have not recommended a guaranteed income option to their clients, according to research featured in LIMRA’s industry trends blog. 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
L Brands Settles ERISA Suit After Dismissal Motions Fail
Workers Remain Worried About Inflation’s Impact on Retirement
New Investment Models Needed in Current Environment
The current low-return environment means investors’ return expectations may be more difficult to achieve unless they find new investment models. Read more >
PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
Jordan Gelb, recognized this year in the individual category, draws on his own extensive professional experience and the deep resources of Merrill Lynch to help clients tailor retirement benefit plans to their organization’s unique requirements and manage their plans as needs evolve. Read more >
New Tool Compares Fund Portfolios Based on Style Factors
Style Research is launching Peer Insights to help investment professionals directly compare fund portfolios based on style factors. Read more >
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