Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 30th, 2015
The Social Security System Can Be Fixed
The sheer size of the Social Security system makes projected shortfalls seem impossible to close without serious financial pain, but this is not necessarily the case, according to the Center for Retirement Research at Boston College. Although it is projected to become insolvent in 2034, researchers say a small payroll tax increase in the near term could save Social Security. Read more >
Roth IRA Investors Are Different
While about a third of U.S. households owned one or more type of individual retirement account in 2013, for a total of $7.4 trillion invested, Roth IRAs held only $550 billion, or a mere 7% of all IRA assets. The numbers show Roth IRA investors are “quite different than traditional IRA investors,” according to a new report from the Investment Company Institute. Read more >
Study Suggests Millennials Interested in Annuities
More than half of Millennials are very or somewhat interested in annuities, according to a survey by the Indexed Annuity Leadership Council. Many young investors are interested in annuities “because they can help grow a retirement nest egg and provide long-term financial security,” the Council finds. Read more >
Deloitte and Penbridge Expand Pension Services Partnership
Deloitte Consulting and Penbridge Advisors are expanding a strategic partnership established in 2014 to bring new defined benefit plan support services to market. Initially focused on the pension risk transfer market, the partnership is expanding into other DB plan maintenance and termination services. Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
Biden’s First Veto Keeps DOL’s ESG Rule in Place
2023 Retirement Plan Adviser of the Year Finalists
Experts Predict Major Growth in Retirement Coverage, Benefits
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from PLANADVISER
Early Rate for PANC Expires Friday
Want to learn how to increase your sales and revenue, or better serve plan sponsors and enhance participant outcomes? The PLANADVISER National Conference (PANC) is the leading event to help retirement plan advisers win and keep quality client relationships in a competitive marketplace. Follow the link for registration details, and sign up by Friday for an early booking discount.  Read more >
Transamerica Partners on Multiple Employer Plan Service
Transamerica Retirement Solutions has partnered with benefits company Progressive Employer Management Company to offer multiple employer plan services. Read more >
Employee Fiduciary Launches Financial Adviser Directory
An online directory from Employee Fiduciary connects plan sponsors to advisers across the U.S., allowing potential clients to screen advisory professionals by tenure, credentials, fees, zip code and other factors.  Read more >
DIVERSIONS: When a Car Breaks Down, So Do Many Drivers
Pack an emergency kit. Don’t forget the energy bars and number of roadside assistance. And if you’re feeling anxious, upset or angry when your car breaks down, don’t fret. You’re not alone. Most drivers are upset when they experience car problems on the road.  Read more >
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