Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 18th, 2015
A Clear Value Proposition Easier Said Than Done?
Most money managers plan to increase spending on content marketing and brand-building across new and traditional channels—from white papers and market commentary to trade conference presentations and event sponsorships. But what are the keys to brand strength, and do additional resources always spell success? Read more >
Coalition Gives Thumbs Up to ‘Long Overdue’ Fiduciary Rule
The Financial Planning Coalition has endorsed the Department of Labor’s fiduciary proposal, calling it “a comprehensive, carefully constructed fiduciary rule that will secure critical protections for American retirement savers and preserve financial advisers’ flexibility and adaptability, regardless of business model.” Read more >
Economics Professor Proposes Retirement Reform
Mounting evidence suggests that reform of both the current structure and tax-code treatment of retirement accounts could stimulate greater savings for many Americans, a paper contends. One academic’s proposal includes “universal retirement accounts” administered through public-private partnerships, along with changes to the treatment of retirement tax incentives. 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
Sponsored message from The Principal
Video Series Helps Advisers Tap Market Opportunity
Attracting and keeping top talent is a growing challenge in an improving job market. Educate clients and prospects on how nonqualified benefits help recruit, retain and retire key employees through short videos from The Principal. Follow the link to watch now. Read more >
Overcoming Plan Sponsor Inertia
It’s not only plan participants that are prone to inertia. Plan sponsors, too, can find it a challenge to step up their retirement plan designs. A panel of experts at BlackRock’s Retirement Roundtable discussed the current low interest rate environment, plan design features, increasing longevity and the simple trick to getting people to save more. Read more >
Automatic IRAs Would Help with Retirement Crisis
Whether automatic IRAs could significantly increase retirement readiness and reduce the national retirement savings deficit depends largely on age, the default contribution rate and the opt-out rate, according to new research by the Employee Benefit Research Institute. Read more >
BNY Mellon Unveils Publication For and About DC Plans
BNYMellon’s new quarterly print and digital magazine “DC Planet,” aimed at retirement plan advisers and sponsors, recordkeepers and platform managers, will cover emerging best practices for retirement plans, investments, fiduciary and regulatory developments, and participant engagement and communication. Topics in the inaugural issue include: the Department of Labor’s proposed fiduciary rule and holistic financial wellness. Read more >
State Street Publishes DC Plan Resource for Multi-Nationals
Insights to help multi-national companies with defined contribution plans in different countries are available in a paper by State Street Global Advisors. Firms can approach their benefits plans strategically to attract and retain talent and produce better retirement outcomes for employees using ten best practices. Read more >
Beacon Group Adds VP of Retirement Sales
Mark Schatzel has been named vice president of retirement sales at the Beacon Group of Companies, where he is tasked with helping business owners and executive staff improve their retirement plans. Read more >
Bogdahn Group Expands DC Investment Consulting Team
Paul Murray joins the Bogdahn Group with more than 25 years of experience working with hospital and higher education 401(k)s and 403(b)s. He will assist the firm in its continued expansion of the defined contribution practice, which provides advice to more than $6 billion dollars in assets. Read more >
DIVERSIONS: When Your Coworkers Say Arf!
Don’t be surprised if your colleagues seem to be barking more than usual when annual Take Your Dog to Work Day rolls around. Pet Sitters International created the event 17 years ago “to celebrate the great companions dogs make and promote their adoption.” Also, the organization asks, “Whoever heard of working like a cat?” Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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