Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 5th, 2017
SEC Chair Clayton’s Recent Fiduciary Comments Are Revealing
The SEC chair issued only a brief statement on his intention to work with DOL officials on reforming conflict of interest regulations—but his language is revealing. Read more >
TDFs Help U.S. Investors Avoid Market-Timing Mistakes
Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund. Read more >
Lincoln Offers Morningstar 3(38) Fiduciary Service to Clients
With the new service, retirement plan sponsors have the flexibility to select from a broad universe of investments that follow Morningstar Investment Management’s asset-class rules and are within its fiduciary coverage universe. Read more >
BlackRock Enhances Retirement Income Tool
The iRetire platform now has decumilation-projection capabilities. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Investment Products and Service Launches
Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more. Read more >
Retirement Industry People Moves
Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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