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 >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from Betterment for Business LLC
Betterment for Business
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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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