August 30th, 2017

Morningstar and Prudential Deny Racketeering Claims The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement. Read more > A Decade After PPA and the QDIA Debate Continues The transition period, from five years before retirement to five years after, is the most critical phase of lifecycle investing—and potentially the most difficult to manage with a standard TDF glide path. Read more > Retirees with Dementia in Need of Financial Assistance A study by the CRR finds that while there are several sources of financial assistance for those suffering from cognitive impairment, some of these are underutilized. Read more > Advisers Compete for Benefits Dollars and Time New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement benefits; satisfaction with advisers is also up.  Read more > MOST READ ARTICLES

Sponsored message from MetLife Growth of Stable Value From MetLife Click to see Video. Read more > 2017 PLANADVISER Recordkeeper Services Guide Recordkeeping has always been a challenging business, as exemplified by the shrinking number of providers participating in the annual PLANSPONSOR Recordkeeping Survey and accompanying PLANADVISER Recordkeeping Services Guide. Brian O’Keefe, director of research and surveys at Strategic Insight, parent of PLANADVISER, says, “Recordkeeping is often described as a commodity, and that might be true for the administration of participant accounts, but the 55 providers responding to this year’s survey showcase a wide range of investment, technology and servicing options.” Read more > IRA-to-IRA Transfers Does the DOL fiduciary rule apply when I recommend that an IRA owner transfer his IRA account to one that I will advise? In a word, the answer is Yes. Read more >

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