Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 12th, 2015
Behavioral Finance Q&A with Shachar Kariv – Part 2
In the second half of a conversation with PLANADVISER, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers. Read more >
Supreme Court Seeks Input About ERISA Lawsuit Venue
The U.S. Supreme Court has asked the U.S. Solicitor General to weigh in on whether it should hear a case asking if a clause in a retirement plan document restricting the venue of lawsuits filed against the plan is enforceable. Read more >
Adviser Relationships Can Mean Rollover Opportunities
Nearly one out of three Americans works with a paid financial professional, according to a new consumer study by the LIMRA Secure Retirement Institute. Fifty percent of consumers reported working with their financial adviser for five or more years, and nearly one-third have maintained the relationship for 10 or more years. Overall, trust is very strong between advisers and clients, the study suggests. Read more >
Assessing The Road Less Traveled
Strategic Insight projects that ’40 Act alternative assets will have grown from $272.3 billion at year-end 2013 to $770 billion by year-end 2019, due to an anticipated five-year compound annual growth rate of 19%. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Economic Forces Shape the Retirement Landscape
The global economy shows a number of inconsistencies, said Roger Ferguson, chairman and chief executive of TIAA-CREF, during a recent talk about retirement in the 21st Century. As equities and bonds seem to become more correlated, any talk of which markets will be most affected or how smoothly they will absorb an interest-rate hike is all speculation, Ferguson said. Read more >
No Surprise—Fees Remain a Top Topic
The 2015 edition of Vanguard’s “How America Saves” study finds plan sponsors and advisers are in general focused on plan fees and bringing meaningful savings to the participants they serve. The annual study shows more plan sponsors have incorporated a wider range of low-cost index funds into their plans. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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