Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 1st, 2019

How To: Social Media for Retirement Plan Advisers

Many advisers consider themselves to be social media experts, but a closer examination of their practices shows there is room for improvement. Read more >
ERISA Lawsuit Argues Outdated Mortality Assumptions Harm Annuitants
As the complaint points out, the Society of Actuaries has published some five updates to its mortality assumptions since the mortality table used by defendants was published way back in 1971. Read more >
ROI-Positive Financial Wellness Programs Motivate Specific Actions
Education on its own is simply not enough Read more >
For Retirement Security, Cast a Wide (and Cost-Efficient) Net
Only 2% of small business decisionmakers told Millennium Trust that they would be willing to pay an adviser more than $1,000 annually, writes Kevin Boyles, business development director for the firm. Read more >
Retirement Industry People Moves
CFA Institute Appoints First Woman CEO and President; Spectrum Investment Advisors Names Top Leadership Appointments; AIG Retirement Names Regional Consultant Relations VP; and more. Read more >