Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 10th, 2015
Plans Must Carefully Field ERISA Claims and Settlements
When a 401(k) retirement plan is awarded damages or receives a settlement from a lawsuit, it is incumbent on the retirement plan adviser to help the plan administrator figure out how to award the funds to participants. One challenge is that very little regulatory guidance exists for properly fielding settlement payments to tax-qualified plans. Read more >
Education About Advising Can Bring More Women into Industry
About three years ago a couple of the top women advisers at Lincoln Financial Network got together to tackle an issue that is somewhat pervasive in the financial services space. “Let’s face it, most advisers are men,” says Nicole Spinelli, executive director of the Lincoln Financial Network WISE Group. She tells PLANADVISER that the name WISE is for “women inspiring, supporting and educating.” Read more >
African Americans Continue to Grow in Affluence
African Americans demonstrate continued optimism when it comes to finances, due to growing affluence, Prudential Financial found in its biannual “African American Financial Experience” report. However, many are not taking advantage of financial and investment tools, which may hinder long-term wealth accumulation. Read more >
TDFs Continue Growth as Target-Risk Funds Lose Assets
In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9 billion. 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
LPL Selects Retiremap for Financial Wellness Offering
LPL Financial has selected Retiremap to provide a financial wellness program for retirement plan advisers and their plan sponsor clients, bringing the service into the expanding Vendor Affinity Program. Read more >
eVestment Unveils SmartVision Adviser Analytics
A solution from eVestment offers insights into market-moving investment trends of large institutional investors. Read more >
Retirement Industry People Moves
Among the week’s people moves, Kimberly Shaw Elliott and Jay Bloom joined Independent Financial Partners, John Carbone and Matthew Goldberg signed on to Fred Alger Management, and Jessica Portis joined Mercer Investments. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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