Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 21st, 2015
Salisbury Steps Down After 37 Years
Dallas Salisbury will leave the Employee Benefit Research Institute, which he has headed since 1978. Read more >
What Plan Participants Want (Survey)
When plan participants were given an explanation of fees, their understanding soared—and so did their comprehension of something else. Read more >
The Power of a Quarterly Statement (Survey)
Don’t underestimate plan participants’ perception of the usefulness of provider resources. Aside from statements, participants expressed appreciation for other tools, even low-cost ones. Read more >
Asset International, Parent Company of PLANADVISER, Appoints New CEO
“This is an exciting time for Asset International and its 11 business units to engage more thoroughly with our clients, with whom we already enjoy deep, broad and collaborative relationships,” says Joel Mandelbaum, CEO and president, Asset International. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
HSA Knowledge Gap Offers Clear Adviser Service Role
Advisers Moving to a Client-Centric Model
PLANADVISER Top 100 – Profile of the Day
“If we could spend every day conversing with plan sponsors and their participants, we would!” says Dan Peluse, director of corporate plan services at Wintrust Wealth Management. The goal is more successful retirement plans, and among the firm’s methods are one-on-one participant education and conversations with plan sponsor clients. Check out our top 100 profiles to learn more about how he differentiates himself from competitors. Read more >
Most RIAs Still Betting on the Bull
Could the bull market last another three years? Some advisers seem to think so—but here’s what they’re doing with client portfolios.  Read more >
Alts Can Diversify DC Participant Accounts
One way for advisers to differentiate: through a discerning rundown of how alternative investments can help in a retirement plan, and how to include them in fund menus. Read more >
Cash Balance Plans Now 28% of All DB Plans
What’s driving the surge in cash balance plans? For one thing, they combine the high contribution limits of a defined benefit plan with the flexibility and portability of 401(k) plans. Read more >
Electric Co. Passes Pension Obligation to The Principal
The Principal will assume obligation for pension benefits of certain retirees of the Lincoln Electric Company. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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