Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 17th, 2015
DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds. Which illiquid asset classes work best for DC plans? Read more >
Planning Linked to Adviser Trust for Affluent Investors
Six in 10 affluent consumers say trust in their advisers rises when they are deeply engaged in personal retirement planning, according to new research from the LIMRA Secure Retirement Institute. Read more >
Still Basing Communications Strategies on Age?
Experts convened for a retirement planning webinar suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form. Read more >
Effects of the Fiduciary Rule
“I am an RIA who provides advisory services to retirement plans and participants, and to IRAs. I am not affiliated with a broker/dealer and do not have proprietary products. I understand that the Department of Labor has proposed to amend the regulation defining fiduciary investment advice. Does this proposal affect me?” Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from PLANADVISER and T. Rowe Price
PANC 2015 Retirement Resource Center
Explore the PLANADVISER National Conference Retirement Resource Center, sponsored by T. Rowe Price, covering topics to be discussed at the upcoming event. Read more >
Participant Distribution Decisions Have Implications for Plan Design
A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs. Read more >
NFP Acquires Qualified and Nonqualified Plan Advisories
NFP announced the completed acquisitions of 401k Management Group, Inc. and Campbells Administration, Inc. Read more >
DIVERSIONS: The Tips and Tricks of Geek Travelers
“Travel geek” Millennials lead the pack in travel frequency and sniffing out the best deals. What’s their secret? Read more >
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