Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 16th, 2017
Duke Wins Some, Loses Some in 403(b) Excessive Fee Case
While several claims were dismissed, several were allowed to move forward. Read more >
Fidelity Finds Participants Saving at Record Levels
Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017. Read more >
One-Third of Americans Stopped Retirement Savings at Least Once
Fifty-six percent say their primary retirement savings goal is to not outlive savings. Read more >
Newport to Acquire Evercore Fiduciary Business
Evercore is selling its institutional trust division to Newport Group. Read more >
MOST READ ARTICLES
1
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
2
Ascensus Maps the Pros and Cons of Advising Small DC Plans
3
Debt Hampers Retirement Saving for Those Closest to Retirement
4
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
5
How to Explain CITs to Sponsors
Eighty Percent of People Seek Advice When Doing a Rollover
Of this group, 58% obtain professional financial advice. Read more >
Advisers Seeking Improved Practice Management Support
The most popular practice management programs this past year dealt with Social Security and managing portfolios in light of uncertainty in the markets. Read more >
Americans Looking to Work Past Retirement Age
The latest survey from Gallup finds that most U.S. employees prefer to work post-retirement, rather than needing to. Read more >

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

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

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