Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 2nd, 2016
More Focus Should Be Given to Gen X DC Plan Participants
Gen Xers show the most concern about depleting retirement funds too early, and they are the least interested in being involved in their investments, a survey finds. Read more >
Bankrupt 401(k) Fiduciary Must Still Restore Losses to Plan
The DOL obtained a court order requiring the fiduciary of William Bowman and Associates Inc.401(k) plan to continue making installment payments for plan losses due to a fiduciary breach. Read more >
401(k) Plan Fiduciaries on the Hook for More Than $200K
A defunct company and its 401(k) plan trustee have been ordered to restore contributions that weren’t remitted to the plan as well as interest on contributions. Read more >
Investment Products and Service Launches
State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from T. Rowe Price
Preparing for the 2016 PLANADVISER National Conference? Visit the sponsored Retirement Resource Center. Read more >
RIAs Gaining Market Share While Wirehouses Shrink
Cerulli Associates also found that 67% of national sales managers rank increasing the technical skills of existing wholesalers as a major priority. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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