Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 17th, 2017
Attention Retirement Plan Advisers!
The PLANADVISER National Conference is about a month away! If you are a retirement plan adviser and haven’t registered, what are you waiting for? We have an all-new agenda we’ve developed for this year’s event featuring industry leaders, PLANSPONSOR Retirement Plan Advisers of the Year and many PLANADVISER Top 100 Advisers.  Read more >
Advisers Project Political Climate to be Greatest Source of Volatility
According to the index, 72% of advisers believe the U.S. political environment will be the biggest source of market volatility for the remainder of the year. Meanwhile, 64% expect U.S. market volatility to increase in the next six months. Read more >
LPL Acquisition Underscores Need for Scale and Flexibility
At a time when broker/dealer margins are being tightly squeezed, the company estimates the transaction can generate $75 to $100 million of “EBITDA accretion.” Read more >
Morningstar Dives Deep Into Plan vs. IRA Cost Benchmarking
PLANADVISER learns from Morningstar’s research team about a new benchmarking service comparing 20,000 DC retirement plans to establish better comparisons of qualified plan costs versus IRAs. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Education on Lifetime Income Needed in Not-for-Profit Sector
Sponsored message from MetLife
Stable Value Performs as Designed From MetLife
Read more >
Tax-Exempt Retirement Plan Markets Could Use Help With Differing Needs
Heather Lavallee, president of Tax Exempt Markets at Voya Financial, talks about the needs facing the tax-exempt markets and what Voya specifically is doing for plan sponsors in the health care industry. She notes that Voya has the ability to service governmental, education and health care retirement plan sponsors. Read more >
Expanding Savings Options
Plan sponsors look to advisers for help crafting NQDC plans for HCE employees. Read more >
Costs Weigh Heavily in Pension Risk Transfer Decisions
Overall DB plan costs, costs from changing mortality assumptions and PBGC premium hikes are all factors plan sponsors take into consideration when deciding whether to implement a pension risk transfer. Read more >
SIFMA Revamps Website
The Securities Industry and Financial Markets Association has launched a redesigned website to highlight its data and resources on the capital markets. Read more >

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

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

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