Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 19th, 2017
Alternative Assets Rose 10% in 2016 to $4 Trillion
“As capital supply and competition have increased in some segments of the illiquid credit universe, yields are not always offering sufficient compensation for illiquidity and risk,” says Brad Morrow, head of manager research, North America, at Willis Towers Watson. “At the same time, we have seen some withdrawal of capital from hedge funds in the face of high fees, skewed alignment of interests and performance headwinds.” Read more >
Crafting NQDC plans for HCE employees
As plan sponsors may realize their plan does not facilitate such savings rates, either because of testing failures or IRS savings limits—$18,000 a year, or $24,000 for those 50 and older—they are increasingly considering nonqualified deferred compensation plans for their top employees, says Gary Dorton, vice president of nonqualified solutions and services at Principal Financial Group. Read more >
Disconnect Between Shift in Benefits Spend and What Employees Want
“Employers may want to reevaluate the allocation of benefit dollars to better respond to employees’ needs and concerns,” says Alexa Nerdrum with Willis Towers Watson. Read more >
Student Loan Assistance Trumps 401ks for Many Employees
However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time. Read more >
MOST READ ARTICLES
Adviser Responsiveness Does Not Equal Engagement
Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. Read more >
2017 PLANADVISER DCIO Survey
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >
Advocating for Aggressive Plan Design
A recent TIAA survey of 900 plan sponsor executives found that their top concern was people delaying their retirement—thinking they had too little saved to retire on. Read more >
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