Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 13th, 2016
Deadline Imminent for 2017 PLANADVISER Top 100 Retirement Plan Advisers
By taking the 2017 PLANADVISER Retirement Plan Adviser Survey, you can enter your practice to be considered for our Top 100 awards program. Don’t wait, the survey deadline is upon us! Read more >
Ranking Senate Finance Democrat Eyes ‘Mega Roth IRA’ Taxes
“Tax incentives for retirement savings are designed to help people build a nest egg,” says one high-ranking member of the Senate Finance Committee, “not a golden egg.” Read more >
PANC 2016: Painting by Numbers
J.P. Morgan lead economist David Kelly, officially the firm’s chief global market strategist and head of the global market insight strategy team, opened the 2016 PLANADVISER National Conference with an in-depth look at the last year in macroeconomics; from China uncertainty to Brexit to deep demographic shifts, there’s a lot for advisers to consider on the road ahead.   Read more >
PANC 2016: Washington Insights
One possibility for reform that has support from both sides of the Congressional aisle is open multiple employer plans. Three others are enhancements to automatic enrollment, further clarification on loans and assistance for the small plan market. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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 >
TD Ameritrade Finds Savers More Likely to Achieve Investing Targets
TD Ameritrade breaks down U.S. adults as savers or spenders in a new study that analyzes long-term saving for retirement. Read more >
One America Launches Website for Tax-Exempt Clients
The new Tax Exempt Center of Excellence website is a central hub for advisors and financial professionals to access information about OneAmerica tax exempt products and services. Read more >
The ICI Offers 10 Insights on 401(k) Plans
Households from all income groups hold DC plan accounts and appreciate the tax treatment and investment features of their plans, according to a new report by the ICI. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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