Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 8th, 2016
Your Chance To Be Considered for the 2017 Top 100
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 >
Plan Sponsors Favor OCIO for Holistic Risk Management
OCIO clients cite a lack depth of internal expertise to manage assets across a broad spectrum, especially as it pertains to alternatives exposure and global assets portfolios. Read more >
Many Plan to Work Past Retirement Age for Enjoyment
However, a survey found nearly half of retirees are either very worried or somewhat worried about outliving their retirement savings. Read more >
Government DC Plan Sponsors Have Fiduciary Responsibilities Too
NAGDCA says one area critical to effective plan governance is the accurate measurement of plan effectiveness. It suggests plan sponsors monitor plan success by evaluating participants’ retirement readiness. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Education on Lifetime Income Needed in Not-for-Profit Sector
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Congressional Democrats Continue Push on Butch Lewis Act
Average Worker Will Pay More Than $150K in 401(k) Fees
Sponsored message from J.P. Morgan
Rescue Retirement
Eighty percent of DC plan participants could be headed toward an uncertain retirement. Uncover three keys to putting them on a more secure path with J.P. Morgan’s bundled solution. Read more >
Preparing for the 2017 PLANADVISER National Conference?
Visit the sponsored Retirement Resource Center for coverage of the latest practice management and client service trends to be covered at PANC 2017.  Read more >
People Would Pay to Insure Retirement Date Uncertainty
Researchers note that an individual who draws a retirement shock at age 60 instead of age 65 would lose multiple years of prime wage earnings, putting a significant dent in the individual’s lifetime budget. Read more >
Kapoor Named Next President of Morningstar
In January, Kunal Kapoor, president of Morningstar, will be promoted to the role of chief executive officer; he will also be appointed to Morningstar’s board of directors. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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