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 >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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