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 >
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Majority of Americans Expect to Use a Robo Adviser
Debt Hampers Retirement Saving for Those Closest to Retirement
2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Sponsored message from PRUDENTIAL
Unlock the Power of the Wellness Effect for Your Business
Discover Prudential’s unique POV and best practices for implementing financial wellness solutions. Read more >
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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