Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 18th, 2016
New Fee Suit Filed Against Columbia University
An employee of Columbia University has filed a lawsuit on behalf of participants and beneficiaries in the Retirement Plan for Officers of Columbia University and the Columbia University Voluntary Retirement Savings Plan for breach of fiduciary duties under ERISA.  Read more >
Looking Back 100 Years for Insights on Millennials
“The Silent Generation and Millennials came of age during a major financial crisis, which increases the propensity to save and financial conservatism,” explains Matthew Sadowsky, director of retirement and annuities at TD Ameritrade. Read more >
Data Reveals Shifting DCIO Landscape
DCIO managers have selling agreements with an average of 62 recordkeeping platforms, down substantially (-18.4%) from 76 in 2014. Read more >
One-Third of Millennials Don’t Expect Social Security to Be There for Them
Among those Millennials experiencing financial anxiety, 80% said that eliminating financial stress would enable them to improve their performance at work, compared to 66% of the general population. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from Betterment for Business LLC
Betterment for Business
Betterment for Business is not your typical 401(k). Partner with us to bring your clients the retirement plan that will better serve their employees, with managed accounts for participants, 3(38) fiduciary protection, dedicated plan support, and transparent fees. Read more >
PANC 2016: 10 Years of Building Profitable Practices
The PLANADVISER National Conference (PANC) is the retirement planning industry’s premier networking and business strategy event—entering its 10th year! Read more >
Money Market Reform Impacts Mutual Fund Flows
Forthcoming regulatory reform continued to significantly impact money market allocations during July, according to Strategic Insight. Read more >
Retirement Loan Eraser May Help Plan Sponsors Avoid Audits
“It is almost akin to buying fiduciary insurance,” says Tod Ruble with Custodia Financial. “Plan sponsors are maintaining fiduciary obligations and improving outcomes for participants.” Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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