Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 31st, 2016
Another Appellate Court Allows Participants to Seek Plan Reformation
Citing the Supreme Court decision in Amara v. CIGNA Corp., the 9th U.S. Circuit Court of Appeals has moved forward equitable relief claims of plan participants who say they were misled about the pension benefits they would receive. Read more >
Income Volatility a Challenging Factor in Retirement Planning
Results of the Federal Reserve’s latest Survey of Household Economics and Decisionmaking suggest income volatility has become a real hurdle to retirement saving and wealth forecasting. Read more >
Getting Personal
A retirement plan adviser finds out that a golf buddy or member of the same club or religious organization needs help with a company retirement plan. It might seem like a simple and streamlined way to pick up new business, and the benefits are obvious: increased revenues, plus the satisfaction of helping out a contact or friend. What could go wrong?  Read more >
Housing Costs Never Really Go Down for Clients
At the mean, the numbers imply that the typical retiree is directing more than one-third of annual income to meet housing costs, compared with between 8% and 16% on health care, depending on exactly how old the individual is. Read more >
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Debt Hampers Retirement Saving for Those Closest to Retirement
Majority of Americans Expect to Use a Robo Adviser
2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Sponsored message from Oppenheimer Funds
Using Custom Target Date Funds in Defined Contribution Plans
As adoption of target date funds increases, DC plan sponsors should be aware of the fiduciary concerns and best practices associated with implementing them in their plan.  Read more >
Get to know the PLANADVISER Top 100 Retirement Plan Advisers
The PLANADVISER Top 100 Retirement Plan Advisers put into practice the best of new and old thinking about retirement plans. Many use the latest technology, while others focus on the lasting importance of in-person advice, but all bring top-notch service to clients.   Read more >
Retirement Industry People Moves
Northern Trust Asset Management adds Public Funds and Taft-Hartley leader; Securian expands footprint in Michigan; The Retirement Advantage hires regional sales consultant, and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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