Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 26th, 2015
Healthy, Wealthy and Wise
The goal of financial wellness education programs is to change financial behavior while addressing the root causes of financial stress and mismanagement, which can be damaging to the workplace. The latest PLANDVISER print issue tackles the subject head on. Read more >
Battening Down the Hatches Against a Data Breach
An emerging area of concern for plan advisers might just be the actual data of the retirement plan itself, which could shape up to be a compliance issue for the plan sponsors they support. And of course plan advisers themselves hold a great deal of sensitive data on their own clients. Read more >
State Retirement Desirability Ranking Reveals Surprises
Being considered a top state to retire in is desirable for any number of reasons—but only one state gets to brag about being No. 1. We take a look at LPL Financial’s state-by-state “desirability rankings.”  Read more >
Gen Y Concerned About Retirement Savings Safety
They want safety from market volatility, and they don’t think Social Security will be there for them. Thirty-four percent of Generation Y Americans say if they could choose one primary goal for their retirement plan, it would be to ensure that their savings are safe, no matter what happens in the market, according to a TIAA-CREF survey. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
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 increase in DCIO assets from year-end 2013 to year-end 2014. Read more >
Independent RIAs Bullish on Their Future
The majority of registered investment advisers believe their businesses will grow at a faster rate than the market. Read more >
Why Your Clients Should Institutionalize Their DC Plans
According to Holly Verdeyen, director of defined contribution investments at Russell Investments, one reason individuals favor the defined benefit plan model is that it offers a road map—a charted route to greater retirement success lead by the employer. Read more >
Morningstar Compares Active vs. Passive Performance
Morningstar has launched an Active/Passive Barometer to help investors measure the performance of active U.S. fund managers against passive U.S. fund managers in every Morningstar category. The barometer will indicate success rates, which Morningstar defines as the percentage of actively managed funds that survive and generate higher returns than their passive counterparts in the same time period. Read more >
More Americans Delaying Retirement
People hamstrung by a lack of savings are delaying a wide number of major life events, such as retiring, buying a home, going to graduate school, getting married or even starting a family. Read more >

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

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

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