Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 23rd, 2016
Social Security Trust Fund Unchanged From Last Year
The Social Security Old-Age and Survivors Insurance, and Disability Insurance Trust Funds are projected to become depleted in 2034, the same as last year’s projection, with 79% of benefits payable in that year. Read more >
Hearing Witnesses Share Suggestions for Open MEPs
Many witnesses agreed that any open MEP legislation should not be overly burdensome and should not include the “one bad apple” rule. Read more >
Senators Warren and Daines Want to Build DC Account 'Lost and Found'
A group of Senators are putting aside party divisions to introduce the Retirement Savings Lost and Found Act, aimed at solving some of the issues Americans face when trying to manage and organize multiple DC plan accounts. Read more >
Investors Hungry for Ways to Address Uncompensated Risk
Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. Read more >
MOST READ ARTICLES
1
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
2
Ascensus Maps the Pros and Cons of Advising Small DC Plans
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
5
Debt Hampers Retirement Saving for Those Closest to Retirement
Fidelity Reveals New FidelityConnect Website for Advisers
Fidelity is rolling out a new adviser website called FidelityConnect—explained by the firm as its next generation adviser interface created with the direct input of experienced, boots-on-the-ground advisers. Read more >
Nationwide to Offer Education Series on Fiduciary Rule
The firm will hold both local events and webcasts featuring its own and outside experts. Read more >
401(k) Participants Continued to Favor Fixed Income in May
Asset classes with the most inflows were Bond funds, GIC/Stable Value funds, and Money Market funds. Read more >
vWise, Schwab Retirement Technologies Partner on New Tools
vWise has partnered with Schwab Retirement Technologies to offer two new tools focused on retirement income: PowerView and IRIO. Read more >
Trust Builders Offers Calculators to Help with Retirement Readiness
The firm released three new calculators for advisers to use with their participant clients, called Paycheck Analysis, 1040 Analysis and Projections. Read more >

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

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

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