Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 24th, 2017
Counting Down to PANC 2017
We’re counting down the days until this year’s PLANADVISER National Conference. If you haven’t registered, what are you waiting for? This year’s event is attracting the nation’s best and brightest retirement plan advisers and includes a great mix of speakers and topics to help you succeed. Featured speakers include leaders from EBRI, DCIIA and SPARK; economist Dr. David Kelly of JP Morgan Asset Management; Robert L. Reynolds of Putnam Investments and Great-West Financial; and Edmund F. Murphy III of Empower Retirement—and that’s just on Monday! In addition to our deep industry focus, we’ve upped the fun factor as well. Join us to hear keynotes from Joe Montana and Mark Halperin, play in a golf tournament on Sunday, take part in the second annual 5k Fun Run for all attendees on Tuesday morning and wind down your trip with a sunrise yoga session pre-conference Wednesday morning. Follow the link to see the full agenda and register today. Read more >
Nevada's New Standard
On June 17, the governor of Nevada signed into law a bill that requires advisers to be subject to a fiduciary standard under that state’s law. The development raises potential conflicts with ERISA and will test federal pre-emption of employee benefit regulations created by the states.  Read more >
Adviser-Sold Fund Data from Strategic Insight
Intermediary-sold fund distribution data from Strategic Insight shows taxable bond strategies led mutual fund demand during the second quarter of 2017. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Experts: More Hackers Going After Retirement Savings
Near-Retirees May Be at Risk for Retirement Income Shortfall
Sponsored message from Oppenheimer
Mid-Year 2017 Outlook. Read more >
Seniors at Risk of Financial Fraud
State securities regulators say most senior financial fraud goes undetected before it becomes a serious problem, according to a study by NASAA. Read more >
Minnesota Health System Faces Familiar ERISA Challenge
The complaint suggests plan officials ceded discretion to a provider to add any mutual fund it wished, “regardless of whether the funds were duplicative of other options, had high costs, or were performing poorly.” Read more >
Actively Managed Funds Fail to Beat Benchmarks
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year. Read more >
Public Sector Employees Prefer DB Plans to 401(k)s
Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states. Read more >
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