Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 11th, 2017
SIFMA Sends DOL Study About Fiduciary Rule Effects
The study suggests advisers have pared back products and services for retirement investors, and compliance with the fiduciary rule will be costly. Read more >
Provider Call Centers Aim to Educate About Hardships and Alternatives
Some providers train call center staff to educate participants about the implications of taking a hardship and other options. Read more >
DC Participants Mostly Stay Put in Investments in July
There was only one day of above normal trading throughout the month, according to Alight Solutions. Read more >
CUNA Enhances Tech Offerings for Advisers
The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics. Read more >
MOST READ ARTICLES
1
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
2
Robo-Adviser Tech Enthusiasts Report Less Provider Trust
3
Retirement Planning More a Focus for Those Participating in Retirement Plans
4
2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
5
2018 TOP 100 Retirement Plan Advisers
Orion Teams With Quick! For Automated Client Onboarding Tool
With new features, Orion clients will have access to customizable online forms. Read more >
Investment Products and Services Launches
BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more Read more >

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

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

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