Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 20th, 2016
What Does 'Self-Service' Mean to Investors?
Many investors categorized by advisory firms and investment managers as “self-directed” still frequently look to their providers for guidance, according to the J.D. Power 2016 U.S. Self-Directed Investor Study. Read more >
Funding a Top Focus of DB Plan Sponsors
While they work to fund their plans, however, uncertainties make it more difficult to calculate liabilities and returns over the long term. Read more >
Consider Borrowing to Fund for DB Clients
Borrowing to fund pension deficits provides plan sponsors with a way to replace variable and potentially volatile debt obligation with a known, certain amount of debt at a fixed funding cost, says Rohit Mathur from Prudential. Read more >
Taking the Pulse of Top-Performing DC Advisers
The strongest-performing advisers are leading the way on aggressive plan design, embracing re-enrollment, stretching the match and making sure plans work for participants as they’re designed to. 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
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
The Appeal of CITs
Transparency, lower fees and customization are spurring growth of collective investment trusts in the retirement plan space. Read more >
Join Our Upcoming PLANADVISER Fiduciary Rule Webcast
Our April 20th webcast for plan advisers offered a first-look at the results of the DOL’s final fiduciary regulations. As expected, a significant number of advisers tuned in. As a follow-up, our panel of experts will address some of the key questions that were submitted during that forum. Sign up here for the June 1st event. Read more >
Investment Product and Service Launches
Russell Investments forms new global client strategy and research team; Wilshire Consulting launches the Wilshire ClimateLens; Hartford Funds reveals plans to acquire Lattice Strategies. Read more >

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

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

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