Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 17th, 2015
Regulatory Change Brewing Beyond Fiduciary Rule
Focus on DOL’s fiduciary rulemaking is understandable—but there are other major regulatory changes in the works that will directly impact retirement plans. Beyond its own focus on fiduciary advice issues, the Securities and Exchange Commission is in the process of implementing major money market fund reform provided for under rulemaking adopted in July 2014. Read more >
Discovering New Sales Territory
A retirement plan adviser who wants to expand his client base can try out a number of steps and strategies. One way to keep developing a focus, experts say, is to identify a target market—finding a specialty and seeking out strategic partners. Pinpointing such a market is fundamental, says Scott Buffington, national sales manager at MassMutual Retirement Services in Boston. Read more >
Experts Advise Investors to Accept Short-Term Volatility
With financial market headlines dominated by events in Greece and China, market volatility has led to significant equity price swings in recent weeks. Despite the ups and downs, investment managers and strategists overwhelmingly urge retirement plan advisers to counsel participants to remain invested and level-headed. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Is It Time to Get In On Robo-Advice Movement?
The 11 leading robo-advisers—firms that leverage client information and algorithms to develop automated portfolio allocations—had $19 billion in assets under management at the end of 2014. This is according to a report from Deloitte titled, “Robo-Advisors: Capitalizing on a Growing Opportunity.” Read more >
Last Week’s Retirement Industry People Moves
Kravitz opens and staffs a new Chicago office; Jody Ackerman joins John Hancock RPS as a regional vice president; Chris Barrett joins Stadion as a regional vice president; and James Macey becomes co-lead on Franklin Templeton Allocation funds and TDF suite. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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