Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 25th, 2015
Advisers Addressing Health Care Costs in Retirement
Anticipated medical costs for the average retiree far outstrip what the average retiree has saved. It doesn’t exactly make for a pleasant client conversation topic, but there are ways advisers can broach such a challenging (and let’s face it, depressing) topic. Read more >
Impressive Showing
What’s worse than talking about yourself too much? Talking about yourslef too little. “The annual review is an excellent opportunity to state your value, to quantify it and get the acknowledgement from the client for the work and the value you bring,” says Jim Sampson, managing principal of Cornerstone Retirement in Warwick, Rhode Island. Read more >
Can K-12 403(b)s Find a Balance?
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old and new. Read more >
Public Pensions Ready for Help With Automation
Conventional industry wisdom suggests public pensions rely more on internal expertise than do their private industry counterparts, but a new report from Accenture suggests public pension leaders in the U.S., United Kingdom and Australia are seeking help with automation and straight-through processing. 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
ABG Retirement Unveils Retirement Planning Service
We’ve got the details on a new website from ABG Retirement Plan Services, which helps address income planning needs in retirement. Read more >
MetLife Offers Retirement Planning Resources for Teachers
The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees. Read more >

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

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

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