Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 9th, 2017
Average Age of Advisers Ticks Down
One thing that hasn’t changed in two years is an absence of formal succession plans, the need for which only grows more critical as the ranks of advisers nearing retirement swell. The share of firms with an owner three years or less away from retirement increased from 7% in 2015 to 12% in 2017. Read more >
Corporate Funds Post Highest Returns in Q2 2017
Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS. Read more >
Avoidance Strategies
Plan sponsors sometimes get complacent and put their plans on autopilot operationally, says Lisa Tavares, a Washington, D.C.-based partner at law firm Venable LLP. So a disconnect may exist between a plan’s operations and what the plan document says, as well as what federal regulations require. That can lead to operational mistakes. Read more >
Vanguard Partners With Newport Group on 403(b) Recordkeeping
For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says. Read more >
MOST READ ARTICLES
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from AGI
What it Means to be Dynamic
Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial says it all begins with defining what dynamic investing actually is. Read more >
2017 PLANADVISER Micro Plan Survey
Micro-sized defined contribution plans, as defined by the 2017 PLANADVISER Micro Plan Survey, are those with less than $5 million in assets. Taken as a whole, however, the micro-plan market in many ways is large. Read more >
Seeking Alternatives
How moving beyond equities and bonds can benefit investors. Read more >

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

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

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