Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 19th, 2016
403(b) Plan Sponsors Have Distinct Arguments in Excessive Fee Suits
Attorneys point out important distinctions between 403(b)s and 401(k)s, and lessons 403(b) plan sponsors can learn from a string of recent excessive-fee lawsuits.  Read more >
Demand for Advice Strong Across Demographic Groups
Embracing a greater role in managing household finances and generating family income, Cerulli Associates research suggests women working in the U.S. are eager for financial advice. Read more >
Deferral Rates and Matches on the Rise in 403(b) Plans
Non-profit organizations and their employees are doing more to improve retirement readiness, the Plan Sponsor Council of America found in a survey. Participants are now saving an average of 6.2% of their salaries, up from 5.4% in 2011. Read more >
Participants Active on Social Media and Mobile Apps
Among retirement plan participants, 78% percent use Facebook, 49% use LinkedIn, 39% use YouTube, and 28% use Instagram. Only 11% do not use any social media platform. 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
The Plan Design Spectrum
Why does a client’s retirement plan look the way it does? What role have you played in its design? For many advisers, the answer comes down to how progressive or conservative the client’s company and investment committee are. Read more >
From the Magazine: Value, Profitability and Fiduciary Reform
The 20/80 rule is well-known in the retirement plan advisory industry, but is it still a helpful way to think about practice profitability?  Read more >
Investment Product and Service Launches
TIAA Announces Super Regional Mall Fund; Northern Trust Launches Exclusive Partnership with Software Firm; and Wilshire Launches Crisis Index. Read more >

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

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

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade