Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 3rd, 2015
Market Volatility Drives Record Participant Call Volumes
According to Ed Murphy, president of Empower Retirement, defined contribution plan participants called the recordkeeping provider at a record pace on Monday the 24th of August. Participants were clearly reacting to sharp drops in the S&P 500 and the Dow Jones Industrial Average, Murphy tells PLANADVISER. Read more >
Court Questions Ability to Recover Pension Overpayments
Questions about whether funds can be identified in the participant’s possession and when the statute of limitations started to accrue have pushed forward an ERISA lawsuit. Read more >
RIA M&A Activity Up 28% in 1H15
The value of the deals increased to $49.8 billion, up 53% from $32.6 billion in the first half of last year. Read more >
Sequestration Prompts Military Families to Seek Out Advisers
Twenty-seven percent of middle-class military families sought out the help of a financial adviser in July as a result of sequestration, up from 16% in June, according to the First Command Financial Behaviors Index. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Senate Finance Committee Advances EARN Act
PLANADVISER Top 100 Advisers – Profile of the Day
Curtis S. Farrell, affiliated with independent fee-based advisory firm Financial Management Network, says he “always wanted to be in the qualified retirement plan market. He knew from the start that “401(k)’s would be big.” Read more >
2015 Recordkeeper Services Guide
We partnered with our sister publication, PLANSPONSOR, to get a better sense of which recordkeeping providers work with advisers, and to show the extent to which they do so. Read more >
Ascensus College Savings Launches
Ascensus College Savings, a 529 plan administrator, has launched, an interactive website that educates investors about 529 plans and how to achieve college savings goals. Read more >
DIVERSIONS: Ranking Cities on Retirement Friendliness
The things retirees care about—weather, employment opportunities, number of senior centers—are quantified in a survey that rates the best and worst places to retire.  Read more >
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