Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 24th, 2015
Court Affirms Dismissal of Verizon PRT Suit
Decisions to amend the plan and transfer certain assets to an annuity contract were settlor, not fiduciary, functions, says appellate court. Read more >
Women’s Concerns Balance Work, Life and Retirement (Study)
More women are earning more money—but advisers could be missing the mark in how they service these clients. Read more >
Military Members Get a Retirement Confidence Hike (Survey)
An additional $131 a month goes into the retirement accounts of some military service members, who also then feel more confident about the chances they’ll be able to retire comfortably. These members are also taking greater strides to pay down debt. Read more >
PLANADVISER Top 100 - Profile of the Day
What did Joe Derickson, founder and chief executive of Retirement Wealth Management, spot when he entered financial services that sparked his interest in advising retirement plans? That was 30 years ago. Today, his firm specializes in the 403(b) market. Check out our top 100 profiles for his predictions on where the advice market is heading. 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
Getting the RFP Just Right
Advice on preparing requests for proposals for prospective plan sponsor clients: like hamburgers, they should be cooked to order. Read more >
Retirement Industry People Moves for the Week
New hires and promotions at Nationwide’s managed account service, Mercer Investments, John Hancock Retirement Plan Services, LPL, Fiduciary Investment Advisors and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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