Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 27th, 2016
How Brexit May Impact the Market and Your Clients
Retirement plan advisers will need to help DC plan sponsors communicate to participants and help DB plan sponsors review their investment strategies. Read more >
Fee-Only Fiduciaries
One experienced ERISA attorney predicts many advisers will need prohibited transaction exemptive relief to get investors onto the platform through which the adviser provides advice and management services to individual retirement account owners. Read more >
From the Magazine: Assessing Value
“In this fee-sensitive environment, figuring out what to do about unprofitable clients is challenging,” one adviser says. “There is only so much in fees that you can charge. There’s a pinnacle—and believe me, it’s not that high.” Read more >
Overpaid Former Plan Participant Found to Be a Fiduciary
A federal court said that by not repaying certain overpaid funds, the former participant has breached her ERISA fiduciary duties. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Retirement Industry People Moves
Beaumont Capital Management hired director of Quantitative Research, and Ellen Lander’s advisory firm joined Global Retirement Partners. Read more >
Event Information: Marketing and Prospecting Your Adviser Practice
Join us Tuesday, June 28, at 12:00 p.m. EST, for an adviser-only webcast featuring Daniel Bryant, CEO of Sheridan Road Financial, and Jim Sampson, managing director of Cornerstone Retirement Advisors. The pair will discuss how they’re growing and marketing their businesses, providing insights to help you do the same. Read more >
2016 PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER DCIO Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion on an asset base of $3.1 trillion in assets. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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