Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 14th, 2017
Financial Pros Say Fiduciary Rule Prevents Them from Serving Clients
Seventy-five percent say they will take on fewer accounts with $25,000 or less in assets due to increased costs. Read more >
Experts Advise Investors to Accept Short-Term Volatility
It may have been predictable that North Korea’s rumblings would send the markets down, so reassuring your participants that a recovery lies ahead is key. Read the wisdom experts shared in a previous volatile market to help keep participants calm and carrying on. Read more >
Paper Gives Guidance About Structuring Real Estate Investments in DC Plans
As a general matter, DC direct real estate product structures should accommodate the unique considerations that are important to DC plan fiduciaries, such as investor eligibility, regulatory oversight and tax reporting, the DCREC says. Read more >
Millennials Most Interested in Sustainable Investing
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s. Read more >
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2018 PLANADVISER National Conference
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Two Key Themes for DC Plans
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Church Failed to Provide Retirement Benefits to Former Employees
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DISRUPTION: Time to Consider an OCIO for DC Plans?
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Partnership Offers Advisers Chance to Build 401(k) Business
Sponsors Think Rothification of 401(k)s Would Deter Participation
This is according to a survey by the Committee on Investment of Employee Benefit Assets Inc. of its members. Read more >
Retirement Industry People Moves
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; 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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