June 1st, 2016

Clients Want and Need Deeper ESG Insights Enthusiasm about environmentally responsible investing has bloomed in the wake of recent DOL rulemaking, but a new TIAA survey shows a knowledge gap persists. Read more > DOL Agrees Foot Locker Should Reform Cash Balance Plan The agency filed a brief in a federal appellate court case about whether Foot Locker misled employees upon conversion from a traditional pension to a cash balance plan. Read more > Investment Focus: Emerging Market Funds In 2015, the emerging market funds category saw net inflows of $538 billion, Strategic Insight data shows. There were some bright spots, but also areas of significant underperformance tied to the price of oil and geopolitical strife.   Read more > Calculating Retirement Income: Art or Science? Widely accepted methods used to project and then control retirement income often omit key factors. Read more > MOST READ ARTICLES

Adviser Fiduciary Rule Webcast Today Join us today at 12 p.m. EST for an adviser-focused webcast on complying with the new Department of Labor fiduciary rule. Today’s event will focus on questions generated by advisers attending our first webcast on the finalized DOL rulemaking.   Read more > The Value of DC Plans for Employees Respondents to PLANSPONSOR’s 2016 Participant Survey who work for organizations that offer DC plans were twice as likely to have established retirement goals as employees without access. Read more > 2016 PLANADVISER Adviser Value Survey From a 10,000-foot view, sponsors working with an adviser are quite satisfied with the services being provided—but satisfaction doesn’t always mean your book of business is safe.  Read more > American Funds Launches Target Date Fund Evaluator A new evaluator tool from American Funds lets users select up to four target-date fund series for side-by-side comparison of glide paths, risks, returns, expenses and more.  Read more >

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