Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 26th, 2017
Investors Question 401(k) Performance Data
Many say they are not provided investment performance data from their adviser. Read more >
Reflections on Roth As Tax Debate Unfolds
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. Read more >
Written Financial Plans Help Americans Make Good Choices
Nearly three-quarters (72%) of Millennials developed their written financial plans with professional help, Charles Schwab finds. Read more >
Plan Sponsors Respond to Possible Pre-Tax Contribution Cutback
While most employers would disagree if Congress were to reduce pre-tax savings limits, 85% surveyed would continue offering a plan. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Older Americans in Urgent Need of Retirement Income Education
Most older Americans know very little about annuities, but the majority believe a source of guaranteed lifetime income in retirement is important, according to a study by the American College. Read more >
Retirement Industry People Moves
GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more. Read more >

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

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

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