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
Invesco to Purchase OppenheimerFunds, owned by MassMutual
2
2018 PLANADVISER National Conference
3
Two Key Themes for DC Plans
4
Partnership Offers Advisers Chance to Build 401(k) Business
5
DISRUPTION: Time to Consider an OCIO for DC Plans?
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

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