Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 1st, 2017
Inside View of DOL Fiduciary Rule Arguments Before 5th Circuit
Oral arguments in the consolidated case against the DOL and its fiduciary rule reforms were heard Monday morning by the 5th Circuit Court of Appeals; ERISA attorney Erin Sweeney offers her take. Read more >
401(k) Rollovers to IRAs
How does the delay of the DOL fiduciary rule affect my responsibilities when I recommend that participants take distributions from an ERISA plan and roll them over to an IRA that I will advise? Read more >
Front-End Load Mutual Fund Decline Continues
Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes. Read more >
Two-Thirds of Private-Industry Workers Have Access to Retirement Plan
Among private-industry workers, 66% had access to a retirement plan, with a take-up rate of 75% and participation rate of 50% overall. Take-up rate is higher because it includes those in a plan that does not require a participant contribution. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Millennials Lack Confidence in Retiring When They Want
However, a significant amount of optimism was reported when it came to whether Millennials will be better off financially than their parents. Read more >
Closed and Frozen DB Plans Still Require Advisers
While most employers outsource administration of frozen and closed DB plans, others team with consultants to set goals, tame plan data and answer questions concerning benefit accruals. Read more >
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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