Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 23rd, 2015
Assessing Equities After Whirlwind Decade
Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right? An extensive new market outlook report from Principal Global Investors and CREATE-Research finds points of support for both bulls and bears, but warns investors that old assumptions about the equity and bond markets have been severely tested by the “lost decade.” Read more >
2015 DCIO Survey
Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their defined contribution investment only businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion (8%) increase in DCIO assets from year-end 2013 to year-end 2014. Read more >
Millennials Better Savers Than Boomers
Forty percent of Millennials have increased their retirement savings in the past 12 months, nearly double the 21% of Boomers who have done so, according to T. Rowe Price’s Retirement Saving and Spending Study.  Read more >
Many TDFs Fall Short, AllianceBernstein Says
Target-date funds are not as dynamically managed as they could be, according to a new report from AllianceBernstein. Specifically, the firm feels TDFs need to invest in a broader set of asset classes, beyond traditional stocks and bonds, moving into commodities, real estate and other liquid and illiquid alternatives. Read more >
2023 Retirement Plan Adviser of the Year Finalists
A Reminder to Avoid Fraudulent Hardship Withdrawals
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
Retirement Industry People Moves
Sponsored message from Riskalyze
Using Risk to Manage Client Expectations
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, productivity, and higher levels of client trust. Read more >
NFP Advisor Services Names Chief Compliance Officer
Mike Pedlow is the next chief compliance officer for NFP Advisor Services, an advisory network providing wealth management solutions, integrated technology and business consulting, including compliance services, to independent financial advisers. Read more >
Groom Lawyer Rejoins Firm Following Senate Staff Role
Employee benefits law firm Groom Law Group announced Michael Kreps has once again joined the firm as a principal after spending five years on the staff of the U.S. Senate Committee on Health, Education, Labor and Pensions, where he helped manage all aspects of the committee’s retirement agenda. Read more >
Arnerich Massena Appoints New Retirement Leader
Independent advisory firm Arnerich Massena appointed Jacob O’Shaughnessy as senior consultant, taking on strategic leadership for the firm’s retirement plan services team in both the corporate and public plan markets. He first joined the firm in 2009 and is an elected member of the Industry Committee of the National Association of Government Defined Contribution Administrators. Read more >
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