Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 18th, 2015
Public Plans for Private-Sector Workers
Significant attention is building around public-sponsored retirement plans for private-sector workers, but what will these plans mean for established industry providers? Read more >
Working With Adviser Boosts Confidence Even Among Affluent
Just because affluent Americans approach retirement planning with far more assets than average savers doesn’t mean they are not anxious. In a study, the LIMRA Secure Retirement Institute found nearly 70% of affluent consumers said maintaining their lifestyle in retirement was a top financial goal. Read more >
Heightened Scrutiny Won’t Slow IRA Rollovers
Total individual retirement account assets are expected to reach $11.7 trillion by 2020, according to a report from Cerulli Associates, despite the prospect for heightened scrutiny from multiple regulators. Read more >
Investment Manager Held Liable for Not Diversifying Plan Assets
A federal district court has determined that an investment management firm and its only executive officer are liable for losses suffered by defined contribution plans as a result of non-diversification. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Advisers Targeting Older Millennials
A solid majority of financial advisers say they are targeting new clients in their 20s to 30s, according to Hartford Funds’ third annual Advisor Anxiety Survey. Still, most advisers continue to focus primarily or exclusively on older client groups. Read more >
A Summer Lull in Participant Trading
The Aon Hewitt 401(k) Index shows there were zero days of above-normal participant trading activity during July—making it the first month with no above-normal trading days since August 2014. Is it strategy or distraction? Read more >
Majority of Investment Professionals Factor ESG Into Decisions
Board accountability, human capital and executive compensation emerge as key issues in new CFA Institute survey. Read more >
Many Workers Wish They Had Started Saving Earlier
Nine in 10 workers have at least some regret about when they started saving for retirement, American Century found in a survey of 2,031 defined contribution plan participants. Read more >
Investors Shun U.S. Equity Despite Its Return Lead
Net inflows to stock and bond mutual funds and exchange-traded products totaled $12.9 billion in July. Read more >
LPL Offers Digital Marketing Solution for Advisers
LPL Financial has added Advisor Launchpad, an end-to-end digital marketing solution, to its Vendor Affinity Program. To date, LPL has added Retiremap’s financial wellness program and technology provider Broadridge to its Vendor Affinity Program, which offers products and services for advisers at discounted prices. Read more >
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