Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 2nd, 2015
DC Participant Clients Likely Unable to Retire at 65
An analysis from Aon Hewitt reveals that most workers will likely need to work longer to save enough to maintain their standard of living in retirement. Read more >
Investors Have High Expectations of Their Advisers
Investors expect a lot of their advisers, a survey by the Investment Management Consultants Association found. Their biggest demand is that advisers help them take a long-term view. Read more >
Spectrem Reports: Millennials Investing Responsibly?
They may be short on experience, but Spectrem finds young investors are taking a long-term view with their portfolios. Chances are, saving early will pay off for Millennials making their way in the work force. Read more >
Integrating Income Options in DC Plans
New SPARK Institute guidelines allow recordkeepers to translate information delivery and decisionmaking supported by all lifetime income product providers to their own systems. Read more >
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
Retirement Planning More a Focus for Those Participating in Retirement Plans
Robo-Adviser Tech Enthusiasts Report Less Provider Trust
2018 TOP 100 Retirement Plan Advisers
Americans to Use Tax Reform Pay Bump for Financial Wellness
PLANADVISER Top 100 – Profile of the Day
Multnomah Group was founded by Erik Daley and Scott Cameron in 2003 to serve the needs of plan sponsors looking for objective, bias-free advice. In starting Multnomah Group, the pair wanted to work directly with plan sponsor clients, delivering services “unconstrained by the limitations of any single vendor platform.” Read more >
Conrad Siegel Unveils Retirement Income Solution
Tara Mashack-Behney, president and partner at Conrad Siegel Investment Advisors, notes that many of the current income solutions on the market rely heavily on annuities—which are associated with higher fees and potential surrender charges. “Check Mate is designed to be flexible and participants may opt out at any time,” she says. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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