Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 15th, 2015
Retirement Specialist Advisers Gaining Serious Clout
The influence of specialist advisers in the defined contribution market is “significant and growing,” says Jessica Sclafani, associate director at Cerulli Associates, “as evidenced by the consistent year-over-year rise in adviser-sold assets.” Read more >
Bond Ladders Seen as a Prudent Approach to Fixed Income
Bond ladders are an efficient way to invest in fixed income, says Josh Gonze, portfolio manager with Thornburg Investment Management in Santa Fe, New Mexico, including during periods of lasting rate uncertainty. Read more >
Lessons for Plan Sponsors from the Market Volatility
The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies. Read more >
Client Industry Matters in Benefits Business
For the true retirement specialist adviser, the question is a total softball: “If we have a portion of our employees who don’t retire at the normal retirement age, what are the specific implications for us as an organization?” Read more >
Many Retirees Spending More Than They Expected
Progressive Plan Design Features Have Moved Down-Market
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
ERISA Litigators Reflect on Lessons Learned in 2018
MetLife Pension Calculations Questioned in ERISA Complaint
Participants Did a Trading About-Face in August
Large losses on Wall Street caused a brief burst of trading activity in August, according to the Aon Hewitt 401(k) Index.  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 Award. 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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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