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 >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
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

Advertising: Paul Zampitella

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