Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 6th, 2016
Being a Millennial Financial Adviser
One of the most effective arguments is also the most logical, Millennial advisers say. If a client at age 65 is hesitant to work with an adviser who is much younger than they are, what’s going to happen to that client in 10 years? Or 20 years? Read more >
Big Jump Measured in Share of Advisory Clients in Retirement
Half of all financial advisers polled by LIMRA Secure Retirement Institute say the majority of their business consists of pre-retiree and retiree financial planning, up a whopping 40% over 2011. Read more >
Strategic Benefit Services Offers M&A Due Diligence
The firm’s approach will supplement and complement existing ERISA counsel or other professionals engaged in providing guidance and expertise to the new organization. Read more >
Helping 403(b) Clients with Best Practices
Advisers can help 403(b) retirement plan sponsors with plan design and fiduciary best practices, according to Brad Holterhaus with Principal. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Right Decisions Result in Increased Retirement Savings
Helping plan sponsors make better plan design decisions and helping employees make the right savings and investing decisions can significantly increase retirement outcomes, the GAO found. Read more >
Lower-Cost Funds Have Greater Chance of Surviving
Mornginstar took a look at the survival rates of funds at various fee levels and found that the lower-cost funds had a higher rate of surviving—another indication that these funds outperformed their peers. Read more >
PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
“Currently, we are dedicating more resources to technology systems to better streamline our service models and enhance client services,” explains Michael Maresh, recognized in the individual category. “Leveraging technology and automation allows us to focus on designing segment-specific service models, while freeing up more time to spend with our clients.” Read more >
PLANSPONSOR Retirement Plan Advisers of the Year
The 2016 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us examples of advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >
Latest Investment Product and Service Launches
Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international mutual funds available in institutional shares. Read more >

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

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

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