Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 2nd, 2016
Blockchain Could Reshape Asset Data Security
New research from State Street Corporation finds a majority of asset managers believe they’ll be using “blockchain” data security technologies within five years. So, what’s blockchain? Read more >
DB Pension Buyout Market Maintains Impressive Pace
According to LIMRA SRI researchers, while Q1 2016 was the fourth quarter in a row that pension buyout sales topped a billion dollars, it’s actually the first time sales have beat the billion-dollar mark in the first quarter of a year since 2008. Read more >
'Fiduciary' vs. 'Suitability'
ERISA requires that an adviser act as a “prudent expert” when making a recommendation, while FINRA requires that the adviser “have a reasonable basis to believe” that a recommendation is “suitable.” Read more >
Adviser Webcast: Marketing and Prospecting Your Adviser Practice
As varied as advisory practices can be, so are their goals and ways of getting new clients, handling publicity and finding expertise. Join our webcast Tuesday, June 7 at 12 p.m. EST, featuring Daniel Bryant, CEO of Sheridan Road Financial, and Jim Sampson, managing director of Cornerstone Retirement Advisors.  Read more >
More TDF Underperformance ERISA Lawsuits Filed
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
2016 PLANSPONSOR Retirement Plan Advisers of the Year
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories. The winners’ practices demonstrate many of the best outcomes-based strategies that the retirement planning industry has to offer. Read more >
NFP Acquires ERISA Fiduciary Advisors
NFP, provider of insurance, brokerage and employee benefits services, has announced the acquisition of ERISA Fiduciary Advisors, a firm founded in 2005 as an independent, fee-based RIA and plan consultant. Read more >
J.P. Morgan Retirement Link Offers More Options
Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as health care costs in retirement, college savings and withdrawing from Social Security. Read more >
Retirement Plan Enrollment Solution Launched by vWise
Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment. Read more >
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