Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 24th, 2017
Fiduciary Rule Implementation Now Appears Certain
In the end the Trump administration will allow the Obama-era DOL fiduciary rule to take effect; industry observers are split about what exactly this means for the long-term. Read more >
Income and Investment Gaps Face Gen X
Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called the “sandwich” generation, should be analyzed on its own.  Read more >
Not Saving Early Enough for Retirement Is Biggest Financial Regret
As people age, the percentage dissatisfied with their approach to retirement, in terms of timeliness, increases. Read more >
Pre-Retirees Need Help Planning for Retirement Vision
More than half of survey respondents say they feel prepared to manage their income in retirement, yet only 21% anticipate their nest egg will last for their lifetime. Read more >
SECURE Act Ensnared in Senate After Flying Through House
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Industry Demands Delay of New Jersey Fiduciary Regs, Deference to SEC
Adidas 401(k) Lawsuit Argues Passive Funds Best for Participants
Newly Allowed 401(k)s Will Need Advisers
Advice Pays Confidence Dividends for Employees
Nearly half of people without an adviser have taken no steps to address the possibility of outliving their savings—three times as many as those with an adviser. Read more >
Cash Balance Plan Solutions Aims to Help With Investment Decisions
Transamerica and Sage Advisory Services have teamed up on a solution to ensure that the investments meet the plan’s needs in helping prepare employees for retirement. Read more >
U.S Mutual Funds See Record Low Expense Ratios
Morningstar reports investors paid record low fund fees for mutual funds and ETFs in 2016.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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