Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 17th, 2017
Are Older Americans Being Too Cautious With Saving and Spending?
Despite retirement industry suggestions that Americans should draw down less income in retirement, a paper suggests older Americans are not spending enough to live their retirement dreams. Read more >
ERISA VISTA: Varying Fees
I am a fiduciary adviser to ERISA plans and IRAs, and I charge an asset-based fee. I don’t receive any other payment, direct or indirect, in connection with these services, and my fee satisfies the definition of “level fee” under the Best Interest Contract exemption. May I charge a level fee for advising on the portion of the client’s portfolio that is allocated to equities but a lower level-fee for the portion allocated to fixed-income investments?  Read more >
Window Guard
Self-directed brokerage windows are commonly a large-plan element. According to the 2016 PLANSPONSOR Defined Contribution Survey: Plan Benchmarking, only 18.7% of plans of all sizes have a brokerage window. Read more >
Divorce Derails Retirement Outlook for Many
“Although more women are taking the reins of their household finances, divorce and widowhood remain significant roadblocks to achieving true financial security,” according to a new study from Allianz Life. 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
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from ASAE
A retirement plan created for organizations like yours.
Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent. Read more >
Many Factors Contribute to Retirement Plan Health
Providers introduce plan health assessment tools: One is part of a suite of financial wellness solutions, and one offers an assessment that includes plan compliance measures. Read more >
Fidelity Expands Indie Adviser Access to Managed Accounts
The firm is expanding third-party access to the Portfolio Advisory Service at Work solution, a fiduciary managed account offering, to independent retirement advisers and recordkeepers. Read more >
Ascensus Announces Enhancements to Digital Experience
The firm says surveys of employers, employees, third-party administrators, and financial advisers informed its digital enhancements. Read more >

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

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

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