Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 8th, 2015
PSNC 2015: The Evolution of Education
The evolution of retirement plan participant education is happening because providers have better tools to engage participants, and technology makes it easier to get information about participant behaviors and outcomes, Joe Connell, director of Retirement Plan Services at Sikich Retirement Plan Services, told attendees of PSNC 2015. Read more >
PSNC 2015: What Participants Really Want
Looking for research-backed insights about retirement plan participant decisionmaking? We’ve got them. In a presentation closing the 10th annual PLANSPONSOR National Conference in Chicago, Alison Cooke Mintzer, editor-in-chief of PLANSPONSOR, outlined key findings from this year’s PLANSPONSOR Participant Survey. Read more >
Social Security Claiming Is Advice Opportunity
When it comes to forecasting retirement income, says Tom McGirr, senior vice president of participant products and tax-exempt markets at Fidelity Investments, most people think of just one source: their 401(k) assets. Most pre-retirees do not factor in Social Security and Medicare, he tells PLANADVISER. Read more >
PSNC 2015: Managing Administrative and Investment Fees
“We really only do custom fee benchmarking with our clients,” said plan adviser Barbara Best, principal at Capital Strategies Investment Group LLC, during a panel session at the 10th annual PLANSPONSOR National Conference. “For the most part, you can drive a truck through the results of public benchmarking.” Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
U.S. Recommends Denial of RJR Stock Case Review
U.S. Solicitor General Donald B. Verrilli Jr. said the questions proposed for review before the Supreme Court in RJR Pension Investment Committee v. Richard G. Tatum do not warrant the court’s review. Read more >
PSNC 2015: DB Plan Investing
Equity market risk and interest rate risk are the biggest risk factors for defined benefit plan investing today, according to Phil Kivarkis, U.S. director of investment policy services at Aon Hewitt. “DB plans are subject to mark-to-market accounting, so plan sponsors need to be liability aware,” he told attendees of the 2015 PLANSPONSOR National Conference. Read more >
PSNC 2015: Avoiding Lawsuits
Plaintiff’s lawyers have become more interested in retirement plan lawsuits because of the increased assets in defined contribution plans. Lawsuits also arise when problems come up with loans, deferrals and distributions. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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