Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 9th, 2017
Fiduciary Rule Litigation
Notwithstanding this uncertain future, the favorable litigation outcomes may have numerous implications regarding how the DOL views its rulemaking and interpretive authority, and may also embolden its future litigation and enforcement efforts. Read more >
Millennials Making Risky Investment Decisions
A new study finds that Millennials are reacting to market volatility with unwise investments and they’re less likely to seek advice. Read more >
Turning Virtual Contacts Into Real Clients
A particular strength of social media is efficiency, which may be better than with traditional marketing methods. Hosting a small gathering in a restaurant could yield 20 prospects, “whereas you can spend a few minutes on social media and potentially reach hundreds,” notes Jayme Lacour, Boston-based social media director for Putnam Investments. Plus, most tasks for maintaining a presence can be delegated, he says. Read more >
Short-Term Boost Should Not Change Lower Return Expectations
Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted and investors must take heed.   Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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2020 PLANADVISER National Conference
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A New World and New Opportunities for Alpha
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People of Color Report Limited Retirement Investments
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CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors
Wagner Law Group Gets Approval of 403(b) Plan Document
Wagner Law Group says its volume submitter 403(b) plan has flexible design options to meet the needs of most 403(b) plan sponsors. Read more >
FiduciaryVest Licenses InHub eRFP Technology
Both qualitative and quantitative responses will populate a proprietary, in-house digital database delivering more accessible and actionable data to the FiduciaryVest’s consultants and analysts. Read more >
2017 PLANADVISER Adviser Value Survey
A survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial. Read more >
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