Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 9th, 2015
Being an Information Intermediary an Opportunity for Advisers
With so much financial information shared, and the Internet making research about financial products and information so easy, should advisers, even those who specialize in one market, play the part of information intermediary? Read more >
Gen X Too Comfortable With Credit Card Debt
“Over the last three decades, there has been a collective shift in how people view debt,” says Katie Libbe, Allianz Life vice president of consumer insights. “It’s now perceived as a normal part of one’s financial experience, and that has fundamentally altered the way people spend and save. Read more >
Broadmeadow Agrees to Buy F-Squared Assets
F-Squared Investments has filed for bankruptcy and agreed to sell its intellectual property, investment strategies and investment management contracts. Read more >
Workplace the Right Place for Financial Education
Participants in a forum hosted by the Government Accountability Office identified the workplace as a highly effective venue for providing financial education and helping individuals improve their financial decisions. Read more >
Experts Predict Major Growth in Retirement Coverage, Benefits
Why 529 Education Savings Plans Are More Valuable Than Ever
Advisers Recommend Fiduciary Outsourcing Services, Mostly for Small Plans
Biden’s First Veto Keeps DOL’s ESG Rule in Place
A Reminder to Avoid Fraudulent Hardship Withdrawals
More 403b Sponsors Contributing to Employee Accounts
The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans offering an employer contribution. Read more >
Boomers Overly Optimistic About Work in Retirement
Sixty percent of Baby Boomers plan to work during their retirement years, but they are overly optimistic about how much they will be paid, the opportunities that will be available and the flexibility that they will be afforded, according to a survey by Bankers Life Center for a Secure Retirement. Read more >
FSI Tool Connects Advisers to Congress
It’s often observed that members of the U.S. House and Senate only care about the opinions of those voters residing in their respective districts. According to the Financial Services Institute, this also largely holds true for members of the business community. Read more >
ERISApedia Adds Plan Administration Guidance Forms
The Fiduciary Responsibility eSource on has been expanded with new forms that guide retirement plan officials through key administration processes. Read more >
MainStay Announces Portfolio Strategy Leader
Morgan Stanley veteran Charles Reinhard will lead portfolio strategy and thought leadership provided to advisers and investors by MainStay Investments. Read more >
DIVERSIONS: They Did What at Work?
It’s not news that workers don’t actually always work, while they’re at work. But sponge baths? Looking for mail-order brides? Hypnotizing coworkers? Watching Netflix and drinking vodka? A survey rounds up the most common and strangest productivity killers at work. Note: Google searches for “cute kittens” are probably the most benign. Read more >
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