Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 14th, 2016
PANC 2016: Advice and Robo Advisers
“You may remember the story of Netbank, which was a tech startup that was going to totally disrupt everything we knew about brick and mortar banking. Well, what’s the case now? The big traditional providers have found their own ways to embrace digital banking and basically beat the disruptors at their own game.” Read more >
PANC 2016: Income Options in Retirement Plans
The government feels it has given plan sponsors what they want in the Internal Revenue Service guidance about choosing annuity providers, but plan sponsors want a better safe harbor. Read more >
PANC 2016: Top Trends
Top executives from Voya Financial and MassMutual discussed 10 developments in the retirement planning industry at the 2016 PLANADVISER National Conference’s panel, “Top Trends.” Read more >
PANC 2016: Overcoming Plan Sponsor Hurdles
Many winners and finalists for PLANSPONSOR’s Plan Sponsor of the Year awards cite help from great advisers for making their retirement plans great. But, some did not always have great advisers. Read more >
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
Retirement Industry People Moves
SECURE Act Ensnared in Senate After Flying Through House
Upset in FINRA Board Large Seat Election
Rollover Mechanics and the Most Common Mistakes
Sponsored message from T. Rowe Price
Retirement Resource Center
Visit the sponsored Retirement Resource Center to catch up on topics to be discussed at the upcoming 2016 PLANADVISER National Conference. Read more >
PANC 2016: Industry Leaders in Conversation
Kicking off the second day of the PLANADVISER National Conference, two retirement plan thought leaders, with BlackRock and J.P. Morgan, discuss practical solutions to the most pressing plan issues. Read more >
Conflict of Interest Rule Drives Focus on Risk Over Return
New research from global analytics firm Cerulli Associates indicates that compliance with the new rule is the number one priority of managed account sponsors. Read more >
From the Magazine: Dividing Up the Roles
Because a retirement plan adviser firm’s greatest resource is its staff, how you segment employees’ talent to maximize their value is critical.­ Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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