Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 20th, 2017
From the Magazine: Shielding Yourself
Deciding whether to be a 3(21) or a 3(38) fiduciary. Read more >
Elite DC Advisers Have Had Enough of Falling Fees
The head of DCIO sales for Wells Fargo describes an encouraging trend in the way advisers are defining their value and assessing pricing that is fully rationalized and fair to both the client and the firm. Read more >
Retirees’ Perceived Quality of Life Declines
The U.S. fell three places to No. 17 in the Natixis Global Retirement Index, comprised of 43 nations. Read more >
Sharpening the Focus on Social Security Proposals
Two policy makers consider very different approaches to solve the 75-year deficit in Social Security benefits projected by the administration’s recent Trustee Report. Read more >
Is 70 the New 65?
Is 70 becoming the new 65? CareerBuilder asked this question in a survey of Americans ages 60 and up. Thirty percent said they plan to retire at 70 or even older, and 20% expect to never retire. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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 >
DOL Secretary Urged to Review Auto-Portability
Lawmakers requested that the DOL issue an advisory opinion or other appropriate guidance regarding application of ERISA to auto-portability of retirement savings. Read more >
Report Offers Ideas for Addressing Financial Literacy and Retirement Savings
The report from Mercer suggests designing smart systems to help ensure adequate savings given the many things competing for an individual’s paycheck and the lure of the immediate satisfaction over long-term security. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade