Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 8th, 2015
Complex Financial Products at Risk in Fiduciary Rulemaking
Fitch Ratings warns the proposed fiduciary rule language from the DOL would substantially impact current adviser and investment fund provider business models. Read more >
Nuances of 403(b) Plan Investment Menus
It’s not the only corner of the retirement planning market impacted by misunderstandings and half-truths, but managing 403(b) plan investment menus effectively requires some serious knowhow. Historically bound to purchasing individual annuity contracts, today ERISA 403(b) plans can still be set up as individual annuity contracts through an insurance company, but there are other forms the plans can take under the reformed IRS regulations. Read more >
Lower and Middle-Income Mothers Most Financially Stressed
According to a survey by Financial Finesse, women experience significantly higher levels of financial stress than men across all age groups, with the most stressed out group being women between the ages of 30 and 55 with minor children and annual incomes below $60,000. Read more >
Are Savings Rates Reined by Limits?
Using the U.S. Census Bureau’s Survey of Income and Program Participation, researchers from the Center for Retirement Research at Boston College explore whether raising 401(k) contribution limits would encourage Americans to save more for retirement. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Sponsored message from Riskalyze
Using Risk to Manage Client Expectations
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust. Read more >
A Recordkeeper’s Second Act
Most people might consider retiring after 27 years as managing director of a sizable recordkeeper. Todd Timmerman opened a new advisory so he could pursue his passion: getting plan participants on track to retire successfully. Read more >
Participant Behaviors Get Baked into Empower’s New Site
How participants behave after using features of Empower Retirement’s participant website reveals the factors that drive them to improve their retirement savings behaviors. The site offers a personalized view of a participant’s financial picture, including factors impacting their ability to save, and provides recommended tasks on which participants can take action. Read more >
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 >
John Hancock Cuts Investment Expenses Again
John Hancock Investments announced a sweeping package of expense reductions on a broad range of funds that together represent more than $36 billion in assets under management. Read more >
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