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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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