Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 10th, 2017
More Institutional Assets Pour Into Fewer Securities
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification. Read more >
AICPA Seeking Comments on Valuation of Financial Instruments
The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and other derivatives. Read more >
Investors Prefer Robo Advice with a Human Touch
Financial services firms are increasingly adopting technological tools, but consumers seem to still prefer a human face behind the machines. Read more >
Retirement Industry People Moves
Metlife Approves Brighthouse Spin Off; Marsh & McLennan Names CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Once They Catch On, PEPs Could Grow Exponentially
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Lawsuit Challenges Fees in Kimberly-Clark's 401(k) Plan
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Retirement Industry Needs to Consider Help for Gig and Part-Time Workers
As more employers embrace the new “gig” or “flex” economy, the ranks of part-timers, including independent contractors, will continue to rise. Will employers change their retirement offerings? Read more >
Power Stance
Advocating for aggressive plan design, to help ensure what workers save goes the distance Read more >
SRI Funds Take in $4.7b in Q1 ’17
All told, the funds hold $199 billion in assets Read more >
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