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 >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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 >
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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 >
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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

Advertising: Paul Zampitella

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