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 >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
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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