Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 27th, 2015
Industry Looks to Ease Investor Jitters
The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the fundamentals—at the roles volatility and perception play in global markets. Read more >
Actuaries Expect Cash Balance Plans to Surge
Growth figures this year are in line with a previous Kravitz report that found the number of cash balance plans surged 31% in 2013. Is this an opportunity market for advisers?  Read more >
Whistleblowers Remedied Following ERISA Challenge
The DOL says officials at Cement Masons Southern California Trust Funds illegally retaliated against a whistleblower who flagged ERISA violations. Read more >
People More Concerned About Retirement Than Health
A strengthened jobs market means 90% of workers would think twice about taking a job if the company did not offer a 401(k) plan. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
PLANADVISER Top 100 – Profile of the Day
At Emerald Coast Wealth Advisors, Raymond James, success comes from taking the time to “really, really know the industry, the regs, the rules, DOL, ERISA … Otherwise, you will lose that business to your smarter competitors.” Read more >
Retirement Readiness Still Dogs Employers
Nearly four in ten employers surveyed say fewer than half their workers are financially equipped to meet retirement head-on. Read more >
DIVERSIONS: The Impact of Parental Income on Kids’ Financial Futures
Can all children expect to do better than their parents economically? For many, the answer isn’t so clear, and the level of income the parents have achieved will play a great part in how a child makes his way in the world.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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