July 8th, 2016

ERISA Civil Monetary Penalties Adjusted for Inflation After an initial “catch-up” adjustment, the DOL will adjust civil monetary penalties annually for inflation.  Read more > Brexit News Bumped Up 401(k) Participant Trading in June A total of 0.19% of 401(k) participant balances traded in June, with 18 out of the 22 days favoring inflows to fixed income instruments, the Aon Hewitt 401(k) Index shows. Many participants demonstrated “buy high, sell low” behavior with equities.  Read more > From the Magazine: Confidence and Advice American workers’ confidence in their ability to retire comfortably, which hit record lows between 2009 and 2013 before increasing in 2014 and 2015, leveled off at “very confident” this year. Read more > Investment Product and Service Roundup John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams with Invesco Ltd. to provide quarterly stable value comparison reports; and more.  Read more > MOST READ ARTICLES

10 Years of PLANADVISER National Conference The PLANADVISER National Conference (PANC) is the retirement planning industry’s premier networking and business strategy event—entering its 10th year! As an attendee, you will engage directly with skilled experts and leading advisers to help differentiate your message, add value for your clients and cultivate sustainable growth in an evolving regulatory environment. Read more > Taking the Pulse For the past 15 years, Strategic Retirement Group of White Plains, New York, has been surveying its clients, for a few reasons, says David Hinderstein, president. “The No. 1 reason is to know what they are thinking about us and, No. 2, to get their feedback on how we could perform services better.” Read more >

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