Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 28th, 2015
Retirement Planning Takes a Life Vision
There is more to retirement planning than making financial calculations—more to living in retirement than securing an income stream. Read more >
Boeing Settles ‘Spano’ Fee Case
Plaintiffs’ attorney in the case confirms provisional settlement has been reached in class action filed on behalf of 190,000 Boeing retirement plan participants. Read more >
Small 401(k) Plans and Big Opportunity
A big market with needs to match, the small 401(k) plan market is fragmented and lucrative. Read more >
Pension Buy-Out Sales Hit Record in Q2
It is still a great time for DC plan advisers to enter the pension risk transfer market—with record Q2 sales of annuity buy-outs measured by LIMRA and strong interest from small and mid-size plans. Read more >
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million
Retirement Industry People Moves
Judge Dismisses Most Claims in Intel ERISA Lawsuit
Employees More Concerned About Immediate, Rather Than Future, Financial Needs
PLANADVISER Top 100 – Profile of the Day
Even with features such as automatic enrollment, auto-escalation and do-it-for me default investment options, nothing replaces a face-to-face meeting, according to SilverStone Asset Management. The firm distinguishes itself through a complete focus on defined contribution plan clients. Read more >
BlackRock to Acquire FutureAdvisor
The deal combines B2B technology-enabled advice capabilities and world-class investment and risk management solutions. Read more >
B/Ds Need to Embrace New Adviser ‘Team’ Model
When a broker/dealer recruits an adviser firm, whom should it target as chief decisionmaker? If you’re a B/D and the answer seems too obvious, you should probably think again. Gone are the days when top producers are the focal point—at least if you’re recruiting a large ensemble team. Read more >
Small Plans Lag on Match Generosity
Fewer than half of retirement plans with less than $20 million in assets offer a matching contribution for employee accounts, according to an internal Vanguard analysis.  Read more >
Investment Product Launches for the Week
This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer. Read more >
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