Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 15th, 2016
PANC 2016: Lessons Learned From Litigation
Among all the highly informative breakout sessions at PLANADVISER National Conference, the most popular again this year includes the panel “Lessons Learned From Litigation.” Read more >
PANC 2016: Fiduciary Rule Aftermath for Non-RIAs
There are many anticipated avenues of disruption associated with the DOL fiduciary rule, but clearly the most direct influence will be felt at the point of sale of financial products used in ERISA plans. Read more >
PANC 2016: Technology – Practical Solutions and Usage
According to audience members polled during a tech-focused session at the 2016 PLANADVISER National Conference in Orlando, Florida, the clear standout in terms of plan sponsors’ technology demands is “plan sponsor and participant websites.” Read more >
PANC 2016: Financial Stress Survey
While the situation overall isn’t positive, “there have been some signs of improvement on the road to retirement readiness.” Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from J.P. Morgan
Take Responsibility for Retirement
75% of participants think their employer has at least some responsibility to help them achieve a financially secure retirement. Learn how J.P. Morgan Retirement LinkSM can help plan sponsors put more employees on the path to their retirement goals. Source: J.P. Morgan Plan Participant Research 2016.   Read more >
EY Study: Employees’ Latest Thoughts on Money
Less than half have crunched the numbers to gauge their retirement readiness: Forty-five percent said that, within the past year, they had estimated what they will need once they retire. Read more >
Research Finds Americans Seek Financial Advice but Lack Planning
Northwestern Mutual also found that Americans are “increasingly less confident that their savings will last them through retirement,” with two-thirds saying there is some chance they will outlive their savings. Read more >
Study Finds Millennials Overconfident About Investment Knowledge
Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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