Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 22nd, 2016
Lawsuit Claims a Church Plan Elected to Be an ERISA Plan
Plaintiffs in the suit contend plan fiduciaries did not follow ERISA, then claimed “church plan” status when announcing the plan would be terminated. The charge will probably sound familiar by now to retirement plan industry watchers.  Read more >
Can Business Models Evolve to Match the ‘Gig’ Economy?
Financial advisers of the future will have to cope with serving a workforce that is much more mobile and does not necessarily spend much time tethered to a given employer. Read more >
The Investment Menu Trends Sponsors Are Talking About
Defined contribution plan investment lineups are shrinking, and the preponderance of research shows this is a good thing. Behavioral finance shows that when participants are given fewer options, they are generally more engaged. Read more >
Investment Policy Statements Can Protect Advisers from DOL Scrutiny
In the wake of the DOL rulemaking, a financial advisory firm acts at its peril if it overlooks the prudent investor rule, a new research paper says. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Empower Suggests Retirement Industry Should Band Together on Policy Issues
In an address to the Society of Professional Asset-Managers and Record Keepers, Empower Retirement President Edmund F. Murphy III called on retirement industry leaders to join forces to form a united coalition when engaging policy makers and regulators on issues of common concern. Read more >
Clients’ Knowledge Base Influences Investing Opinions
New research from Prudential Retirement finds clear evidence that those who are more familiar with key financial topics are far likelier to describe them as important to the retirement planning effort. Read more >
Majority of Americans Are Not Getting Financial Advice
Advice has expanded in certain circles, but still nearly seven out of 10 Americans are not working with a financial adviser. Read more >
Women in Worse Shape Than Men on Retirement Savings
When it comes to participating in a 401(k) plan, 79% of both men and women do so. However, when it comes to saving enough, both men and women fall down on this point, though the outlook for women is bleaker. Read more >
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