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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
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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