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 >
SECURE Act Ensnared in Senate After Flying Through House
Newly Allowed 401(k)s Will Need Advisers
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Without Infrastructure Fees, Recordkeepers Would Go Out of Business
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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