Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 14th, 2016
DC Retirement Plan Participant Portfolio Construction Has Improved
At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010. Read more >
For Advisers and Investors Alike, Volatility is Top Concern
“Increasing political and economic uncertainty, both domestically and globally, creates opportunities for expert advisers to add value and underscores the importance of working with an unbiased fee-based or fee-only adviser to ensure that clients will be better off,” says Mitchell Caplan, CEO of Jefferson National. Read more >
Nuanced Advice Should Fill in the 401(k) Decumulation Weakness
Until 401(k) plan sponsors are more comfortable offering in-plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low-balance investors, Cerulli says. Read more >
2016 PLANADVISER Adviser Value Survey
This year, to get a better measure of the role of retirement plan specialist advisers, we also examined how results varied when a plan had an adviser serving either as a 3(38) or 3(21) fiduciary and found marked improvements—particularly with respect to plan design, oversight and evaluation. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Stimulus Bill Extends Some Provisions of the CARES Act
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees
Talking Digital Advice Trends With Morningstar and DFA
When Advice Gets Personal
A retirement plan adviser finds out that a golf buddy or member of the same club or religious organization needs help with a company retirement plan. It might seem like a simple and streamlined way to pick up new business, and the benefits are obvious. What could go wrong?  Read more >
Empower Announces New Website
Key features of the site include an engaging user experience with enhanced features to better communicate with key stakeholders. Read more >
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