Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 4th, 2015
Regulations Are Sponsors’ Primary Concern
Asked their top three retirement plan issues, 49% of sponsors first cite complying with regulations, followed by reducing plan costs and reevaluating the investment menu, according to a new report from Cogent. In what may be a warning for incumbent providers, one quarter of plan sponsors intend to reevaluate their plan service providers in the next 12 months, up from 18% in 2014. Read more >
Matches, Automatic Features Becoming More Common
Fifty-five percent of plan sponsors funded a match in 2014, up from 52% in the previous year, according to Ascensus’ analysis of the retirement plans it serves. Read more >
Pension Plans Had a Strong Second Quarter
Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015. Other elements of the quarter were less positive for defined benefit plan investors—notably the persistence of global volatility and uncertainty about rate changes. Read more >
ProcessUnity Expands Adviser Support Services
Cloud-based application and technology provider ProcessUnity revealed an expansion of its sales- and compliance-support services for financial advisers and investment service providers, including new integrations with Salesforce. Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Retirement Industry People Moves
Calmer Summer Yields to Volatile Fall for U.S. Investors
Everything You Need to Know About ... 1Password
Retirement plan advisers who are interested in online security—or at least in how to accommodate various website demands for passcodes of eight-plus characters including one capital letter, number and symbol—have likely heard more than their fair share of advice on building passwords. Read more >
Goldman Sachs Unveils Retirement Share Class
Goldman Sachs Asset Management has introduced an R6 retirement share class across 54 mutual funds, which the firm says underscores its commitment to retirement investors. Read more >
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