Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 1st, 2015
Towers Watson and Willis Group to Merge
An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group. The merger of the global firms carries an implied equity value of $18 billion, and seeks more than $100 million in new cost efficiencies. Read more >
Americans’ Optimism Doesn’t Match Retirement Readiness
While 81% of respondents to a recent Lincoln Financial Group survey feel optimistic about their financial futures, only one in five feels “very prepared” for retirement. This cognitive dissonance suggests some deep misunderstandings about what it takes to retire successfully.  Read more >
9th Circuit Confirms Stock Drop Remand
The 9th U.S. Circuit Court of Appeals refused to again revisit an amended decision in a long-running and complicated stock drop suit impacted by the Supreme Court’s Dudenhoeffer decision. Read more >
SCOTUS Won't Hear 401(k) Employer Stock Case
The reverse stock drop case Tatum v. RJR Pension Committee has been turned down by the Supreme Court. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from PLANADVISER
2015 Participant Survey
For most Americans, the retirement system seems to be working: People are generally moving in the right direction by increasing their savings amount, but PLANSPONSOR’s annual Participant Survey finds that workers participating—or not—in employer-sponsored plans still find themselves a long way from the summit. Read more >
Providers Losing Plan Sponsor Trust
The annual Provider Loyalty Index from Chatham Partners measures the loyalty of retirement service providers’ clients, placing sponsors on a scale from “loyal” to “favorable” to “at-risk.” Fewer plan sponsors rated their providers’ services highly this year. Read more >
Asset Managers Don’t Trust Performance Data
Eighty percent of asset managers say their portfolio managers do not receive investment performance numbers based on intra-day position calculations, and only 59% say their portfolio managers are able to look through to see the trades, prices, foreign exchange rates and classifications driving performance. Read more >
Fidelity Offers Fiduciary Services
Fidelity has launched Third-Party Fiduciary Services, a program to help retirement plan advisers and sponsors with the selection and monitoring of investments. Users have a choice of three support providers through the Fidelity program. Read more >
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