Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 7th, 2016
ERISA Advisory Council Strongly Focused on DC Portability
The ERISA Advisory Council is pushing for innovative ways to prevent workers from losing their hard-earned savings to poor decisionmaking at so-called inflection points in the retirement savings lifecycle—changing jobs, facing unexpected financial emergencies, etc.  Read more >
DB Plan Clients Have New Mortality Tables for 2017 Calculations
The updated tables apply for purposes of calculating the funding target and other items for valuation dates occurring during calendar year 2017. Read more >
Retirement Plan Sponsors Plan Move From Prime Money Market Funds
A recent survey conducted StoneCastle throughout the end of July shows the potential for considerable additional flows of cash out of prime money market funds.  Decisions are being made due to SEC money market fund reform. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
This is the survey from which we take the data underlying our Top 100 Retirement Plan Advisers award. In other words, if you don’t take this survey, you won’t be considered for the 2017 PLANADVISER Top 100 Retirement Plan Advisers! Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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ERISA Excessive Fee, Self-Dealing Suit Targets MEP
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A New World and New Opportunities for Alpha
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PANC 2020: Is It Time to Re-evaluate TDFs?
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PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Sponsored message from Alger
Smarter Technologies, Healthier Bodies
Visionary medical expert Dr. Daniel Kraft discusses the future of medicine and its impact on our lives. View Video Read more >
Referrals Under the Final Fiduciary Rule
ADVISER QUESTION: Is the recommendation of an investment adviser to an individual retirement account owner a fiduciary act under the Department of Labor’s final fiduciary rule? Read more >
Financial Wellness Can Improve Employee Retirement Savings
Employers who help employees improve their overall financial wellness and reduce financial stress can reduce costs in a number of areas that positively impact the company bottom line, as well as improve employees’ retirement prospects, a study from Financial Finesse finds. Read more >
Voya Launches Program Focusing on Professional Growth for Advisers
Voya Investment Management introduced a program centering on professional development for financial advisers who serve both personal wealth and defined contribution clients. Read more >
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