Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 7th, 2016
DC Prevalence Magnifies Importance of Education
It’s not just a U.S. phenomenon: longer lives and the rise of defined contribution plans are creating a global need for deeper knowledge about personal savings and investing. Read more >
Few Retirement Plan Investors Respond to Market Volatility
“These data show that, hopefully, investors understand the value a target-date investment can provide them over the long term,” says Judith Ward, a senior financial planner with T. Rowe Price. Read more >
TIAA Analysis Suggests Retirees Should Use a 'Hybrid' Income Strategy
A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for retirees, TIAA found. 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. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Education on Lifetime Income Needed in Not-for-Profit Sector
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Congressional Democrats Continue Push on Butch Lewis Act
Retirement Saving for More Than One
New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.   Read more >
ProTools and Pershing Reveal RiskPro Compliance Tool
“RiskPro will help ensure that advisers build portfolios that are in their clients’ best interests, as required  by the new DOL rules,” says Nick Scalzo, chief executive officer at ProTools. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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