Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 4th, 2015
PSNC 2015: Top Trends in Retirement Planning
Two longtime industry executives dissected the top trends impacting retirement plan administration and employee benefits at the 2015 PLANSPONSOR National Conference in Chicago, including the decline of pensions and the rise of defined contribution plans; money market fund reform; fundamental fixed-income changes and whether longevity is a challenge or a bonus. Read more >
PSNC 2015: Plan Decumulation Strategies and Products
Only 12% of retirement plans sponsors polled at the PLANSPONSOR National Conference in Chicago offer a retirement income product. 401(k) plans are generally not annuitized at this time so it’s mostly up to workers to figure out how to try to make their money last through their lifetime. Read more >
Retirement Costs Are Looming Concern for 401(k) Participants
Even with money accumulating in defined contribution (DC) accounts against the day they will stop working, many retirement plan participants are afraid they won’t have enough to protect them from the steep costs that come with retiring and getting older, according to a new report. Read more >
Many Older Households Lack Retirement Savings
A sizable number of near-retirees have no money put aside, the GAO says in a report about the inadequate financial resources of retirees and workers approaching retirement. About half of households ages 55 and older are without a 401(k) plan, an individual retirement account (IRA) or any other form of retirement savings. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Franklin Templeton Premieres Payout Fund Series
A five-fund series from Franklin Templeton offers a flexible drawdown solution aimed at helping new retirees draw down the savings from their defined contribution plans. Plan participants entering retirement are given an adjustable payout schedule they can control and adjust, as needed, a particularly helpful feature for those investors who are unsure how to apportion withdrawals. Read more >
AB Rolls Out Multi-Manager Target-Date Series
The AB Multi-Manager Select Retirement Funds, a new target-date series from AllianceBernstein, is co-managed with Morningstar Associates. The series invests in funds managed by investment managers including Franklin Templeton, MFS and T. Rowe Price. The fund seeks to reduce risk and generate uncorrelated returns. Read more >
JMM CPA Debuts Benefit Plan Audits Firm
The CPA firm JMM & Associates, a multi-state firm with offices in Chicago and South Carolina, has launched a benefit plan audits firm. Read more >
DIVERSIONS: ‘No One Will Ever Guess My Favorite Food!’
If you pride yourself on choosing personal security questions that are extra tough or obscure, you might want to think again. The harder to remember, the worse the recall for a security question to get the password prompt from a website login. So choose “father’s middle name”—not “frequent flyer number.”  Read more >
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