Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 17th, 2016
Participants File Self-Dealing ERISA Suit Targeting M&T Bank
Add a proposed class action lawsuit against M&T Bank Corporation to the sizable and quickly growing list of new ERISA actions filed so far in 2016. Read more >
Boomer Clients Still Eyed Eagerly by Many Advisers
It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of immediately actionable advice. Read more >
With Great Technology Comes Great Responsibility
Financial services consumers expect providers to offer more than a few pieces of client support technology—they want full utilization of technology tools and ongoing reinvestment in the latest and greatest tech. Read more >
The Appeal of CITs
When 401(k) plans moved to mandatory daily valuation in the mid-1990s, collective investment trusts, which then were mainly valued quarterly, were left behind. But now these funds are constructed more like mutual funds, and daily valuation is possible. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
Protecting Elderly Clients From Financial Abuse
Sponsored message from J. P. Morgan Asset Management
Leverage the power of re-enrollment to drive change
Today’s special edition focuses on helping plan sponsors get participants on the right investing path with re-enrollment – a powerful tool that can help improve retirement outcomes.  Read more >
Corporate Bonds Lead Fixed-Income Inflows
The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. Read more >
PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
Advising retirement plan committees and their employees is a labor of love for the professionals at Clearpoint Financial, recognized this year in the small team category. “Regardless of new tools or regulations which inevitably come our way, people still appreciate working with people they like and know.” Read more >
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