Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 27th, 2015
PBGC Proposes Changes to Reporting Requirements
Changes proposed by the PBGC would codify guidance that impacts reporting under Employee Retirement Income Security Act Section 4010 provided in Technical Updates 12-2 and 14-2, and would make some technical changes. The proposal would also add reporting waivers for certain plans. Read more >
Two in Three Private Workers Offered Retirement Plan
Among private sector workers in the lowest wage category, the 10th percentile, only 31% had access to a retirement plan. By contrast, among those in the highest wage category, 88% had access to a retirement plan. Read more >
Investment Product Development Is Changing
Less than one in four investment products launched since 2000 managed to attract $1 billion or more during the last decade, according to a report from Casey Quirk & Associates. The report argues greater demand for customization “has revealed weaknesses in the current product development strategies used by many asset management firms.” Read more >
Last Week’s Retirement Industry People Moves
Joseph Gill joins Rothschild’s Asset Management Institutional Sales team; Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from Guardian
What’s Working and Not Working for 401(k) Small Plan Participants
Findings from the Guardian Small Plan 401(k) RetireWell Study 2.0 show working Americans expect their 401(k)s to be primary sources of retirement income, but a lack of education creates missed opportunities. Download the free study to learn more. Read more >
Sponsored message from Guardian
Alternatives in DC Portfolios
What is the role of alternative investments in defined contribution plans? These investments, once traditionally found only in DB plans, have made their way into DC plans and continue to gain market share as part of target-date funds and direct liquid alternative strategies. Join us for an informative webcast on Tuesday, July 28 at 12:00 p.m. Read more >
Sponsored message from PLANADVISER
Meiji Yasuda Life Buys The Standard for $5 Billion
“We are very pleased to welcome The Standard to the Meiji Yasuda family and to make them a key pillar of our international operations,” said Akio Negishi, president of Meiji Yasuda. “We have been studying opportunities in the U.S. market for some time, and The Standard stood out as our ideal partner.” Read more >
Sponsored message from PLANADVISER
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes. Read more >

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

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

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