Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 21st, 2016
Aging Committee Hearing: The latest ideas to raise retirement readiness
By addressing the coverage gap among part-time workers, policymakers could also help improve the retirement outlook of women and lower income workers who are more likely than other demographic segments to work part-time, expert argued.  Read more >
MassMutual Agrees to Settle Excessive Fee Suit
MassMutual has agreed to pay $30.9 million to former and current participants of the MassMutual Thrift Plan and the Massachusetts Mutual Life Insurance Co. Agent Pension Plan. Read more >
Schwab Advisor Services Outlook Measures RIA Optimism
Interviews with nearly 1,000 independent advisers who custody assets at Schwab show significant optimism about growth opportunities for registered investment advisers. Read more >
IT Budgets Expected to Increase to Comply with Fiduciary Rule
The overwhelming majority of investment professionals expect their firm will increase its technology budget to comply with the Department of Labor’s new fiduciary rule. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from PLANADVISER
Event Information: Health Savings Accounts and Opportunity for Advisers
Join us today at 12 p.m. EST for a 1-hour webinar exploring how health savings accounts (HSAs) can be used for tax-efficient savings for health care expenses today and as long-term savings vehicles for retirement. Read more >
ICI Recordkeeper Data Reveals Strong Savings Commitment
Data covering the savings behavior of tens of millions of Americans shows continued commitment for saving through defined contribution plans. Read more >
U.S. Equity Funds See $10B in Outflows in May
In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows. Read more >
Deloitte Acquires Casey Quirk
Terms of the deal were not disclosed, but the Casey Quirk partners and team will “transition to Deloitte and operate under the name Casey Quirk by Deloitte.” Read more >
‘Human-Centric Insights’ at Heart of New Hartford Funds Program
Hartford Funds today launched a new educational program that provides advisers with insights on how to strengthen client relationships. Read more >
Retirement Industry People Moves
The Segal Group announces new president and CEO; USI Consulting names vice president and actuary; Hyas Group hires senior consultant; and Merrill Lynch staffs new financial wellness role. Read more >
Fidelity Adds Funds and Share Classes to Index Lineup
Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.     Read more >
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