Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 16th, 2016
PSNC 2016: Washington Insights
The 2016 PLANSPONSOR National Conference discussion of legislative, regulatory and judicial developments in the retirement plan industry was strongly focused on litigation. Read more >
Millennial Advisers Far More Optimistic on Markets
Seventy-four percent of Millennial advisers think the current market volatility will settle down by the end of the year, compared with just 43% of all other advisers, according to a survey by Eaton Vance. What fuels the outsized optimism?  Read more >
SSGA Lobbying Congress on Mandatory Retirement Plan Bill
Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill. Read more >
Employers Overwhelmingly Think 401(k) Plans Are Critical
While access to defined contribution plans has improved tremendously for some employees, fewer than one in four part-time workers have access to such a plan. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Nearly 6 in 10 Millennials Saving for Retirement
While more than 50% of Baby Boomers expect that Social Security will comprise the majority of their retirement income, only 28% of Millennials think so. Read more >
GfK: Consumers Are Still Unready for 'Robo'
According to a new survey by GfK, financial service firms will have a long wait before most of their clients embrace an all-digital—aka robo—customer service approach. Read more >
Clients Still Put Children’s Education Ahead of Retirement Savings
While the conversation around the benefits of a college education has evolved in recent years, many parents say they would still happily take on debt to fund their kids’ education.  Read more >
Fidelity Debuts Financial Wellness Help Tool
Fidelity launched an interactive money checkup that analyzes the diverse needs of individuals and provides guidance so they can easily take action. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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