Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 9th, 2015
The Challenges of Picking a QDIA
The Government Accountability Office finds companies that sponsor a 401(k) plan use a range of qualified default investment alternatives to automatically enroll employees. Clarifying regulations could help plan sponsors choose the best default plan investments, the GAO says. Read more >
Women in More Urgent Need of Savings Help than Men
It’s hard to image the “downside” of increased longevity, but a new study from Financial Finesse suggests that, in general, working women will live longer and therefore need to save more—and at a much faster pace—than men. Read more >
Final Rules for DB Minimum Required Contributions Issued
The guidance also contains final excise tax regulations applicable to both single-employer and multiemployer defined benefit plans. Read more >
Discovering New Sales Territory
Although some retirement plan advisers might not believe they have a target market, many unknowingly have already developed one, says Jay Wells, an adviser at Foresight Wealth Management in Sandy, Utah. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
PLANADVISER Top 100 Advisers – Profile of the Day
“Our clients retain us year after year because they trust us and believe we are adding value to their lives and the lives of their employees,” says Sentinel Pension Advisors, Inc., in Wakefield, Massachusetts. “We expect that our clients care about their employees’ financial wellbeing.” Read more >
Awards Evolution at PLANADVISER
Every year our sister publication, PLANSPONSOR, gives out two awards: the Best in Class 401(k) Plans, taken from the annual Defined Contribution Survey, and the qualitative PLANSPONSOR Plan Sponsors of the Year. To better mirror that system, PLANADVISER awards will follow a similar path.  Read more >
PLANSPONSOR Plan Sponsor of the Year Nominations Open
Follow the link to complete the nomination form for the 2016 PLANSPONSOR Plan Sponsor of the Year awards program. Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees or colleagues. Read more >
PLANSPONSOR Plan Adviser of the Year Nominations Open
Follow the link to complete the nomination form for the 2016 PLANSPONSOR Retirement Plan Adviser of the Year awards program. Nominations can be made by plan sponsor clients, employers and/or broker/dealers of eligible advisers, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Self-nominations will not be accepted. Read more >
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