Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 20th, 2017
OregonSaves Program Moves Forward Without ERISA Exemption
The program requires employers in the state that do not already offer a retirement savings plan to employees to automatically enroll employees in the OregonSaves program at 5% of pay. Employees are able to opt out or choose a different savings rate. Employers are not required to make contributions. Read more >
Advocating for Aggressive Plan Design
With one in three Americans having zero saved for retirement and nearly one-third of Americans over the age of 85 having no savings, it is hard to say that we as a nation are preparing people for retirement. Read more >
Framing the Financial Wellness Conversation for Reluctant Clients
As financial wellness has increasingly become a topic of interest to plan sponsors, the challenge for the industry is to make sense of what, in practice, it really means. For instance, how is it delivered, how is it benchmarked, and why are employers the logical ones to offer this type of education? Read more >
Ripe Time to Reevaluate Clients' Investment Approach
About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
How Current Trends Will Drive the Future Retirement Planning Market
BrightScope data includes developments in the retirement industry and what client service trends to look forward to in the future. Read more >
PSNC 2017: Offering Participant Advice
Live polling at the 2017 PLANSPONSOR National Conference found that 50% of plan sponsors have participants pay for investment advice—including out of the plan’s investment expenses—while 17% of employers pay the whole fee. Thirty-three percent share the cost with their workers. Read more >
FIS Revamps Small-Balance Advice Solution
The new solution uses robo-advisory and automation technology from Trizic to enable FIS clients to cost-effectively manage smaller-balance accounts. Read more >
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