Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 13th, 2017
PSNC 2017: Final Fiduciary Rule Not So Final
Speaking at the 2017 PLANPSONSOR National Conference, a high-level staffer at the DOL told attendees the agency is still looking for ways to make its fiduciary rule better. Read more >
PSNC 2017: How to Repair Common Plan Errors
What programs are available to help when a plan error gets committed? Read more >
PSNC 2017: ERISA Litigation in Perspective
Three long-time ERISA attorneys all agreed that there is just about as much retirement-focused litigation ongoing today as they have ever seen at any point in their careers. Read more >
List of Pre-Approved 403b Plan Documents Issued
403(b) plan sponsors can now seek out providers of pre-approved plan documents to adopt. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
PSNC 2017: New Solutions Needed to Address Plan Sponsors' Lifetime Income Fears
Speakers at the 2017 PLANSPONSOR National Conference said changes may be coming to spur more creative lifetime income products and solutions for retirement plans. Read more >
PSNC 2017: Investment Trends Put Premium on Savings
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they face.” Read more >
Robo Advisers Incorporate Human Touch
The hybrid formula works well with middle-market advisers with $100,000 to $500,000 of investable assets, according to Cerulli. Read more >
PSNC 2017: Raising Awareness About NQDC Plans
Plan sponsors are shown how offering supplementary savings plans will profit key employees. Read more >
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