Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 16th, 2016
PANC 2016: The New Fiduciary Rule
What advisers need to know and do now. Read more >
Many Have Unrealistic Expectations for Retirement Savings
Most Americans are unfamiliar with annuities which could ensure they do not outlive their savings, a study finds. Read more >
PANC 2016: Leveraging Provider Resources and Relationships
There are literally hundreds of value-add tools out there to consider for your practice. The challenge is deciding what to use and how to proceed. Read more >
PANC 2016: The Importance of Succession Planning
Research shows fewer than one-third of adviser firms have defined a formal plan in the case of an unexpected death or disability. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
Weighing Active Management in DC Plans
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Sponsored message from JP MORGAN
Half of Participants Admit They Don’t Have a Plan Regarding Retirement
Our Plan Participant Survey Findings take a closer look at DC plan participants’ attitudes and behaviors when it comes to saving and investing for retirement. Read more >
PANC 2016: Fiduciary Rule Aftermath for RIAs
Even registered investment advisers, who have been acting as fiduciaries, will be impacted by the new rule. Read more >
PANC 2016: Value Propositions of Home Offices
The interaction between advisers and home offices continues to change in light of the fiduciary rule and other pressures, opportunities. Read more >
Investment Products and Services Launches
Cavalier Assigns Nine Interim Sub-Advisers for Suite of Mutual Funds; Empower Retirement Paper Explores QDIAs; TOBAM Launches its First U.S. Mutual Fund. Read more >
Questions Sponsors Are Asking About DC Plan Distributions
An IRIC issue brief provides answers to nearly a dozen frequently asked questions about adding distribution options to a DC plan. Read more >
GAO Finds Information Not Given to Social Security Claimants
The agency has made recommendations to the Social Security Administration to help individuals make better-informed decisions. Read more >
Alpine Trust Investment Group Adopts PCS 401k Platform
The newly announced partnership between Alpine and PCS is an example of how recordkeeping providers are offering white-labeled platform options to support brand-conscious advisers. Read more >
TIAA Enhances App for Newest Apple and Android Watches
The restructured app offers users easy access to the latest balances regarding retirement savings, retirement healthcare and more. Read more >
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