Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 19th, 2017
What Can 403(b) Plan Sponsors Learn from Litigation?
A review of fiduciary governance and the liability insurance policy can help 403(b) plan sponsors steer clear of the litigation whirlwind hampering the industry today. Read more >
IRA-to-IRA Transfers
Does the DOL fiduciary rule apply when I recommend that an individual retirement account owner transfer his IRA account to one that I will advise? In a word, the answer is yes. Read more >
Callan DC Index Shows Strongest Yearly Gains Since 2006
The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year. Read more >
Default Thinking
How to talk with plan sponsors about switching to managed accounts as the QDIA. One adviser says “everybody is asking about managed accounts, but nobody wants to be the first to take the plunge.” Read more >
Nevada's New Standard
Might other states apply this fiduciary guideline to advisers? Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Retirement Industry People Moves
Calmer Summer Yields to Volatile Fall for U.S. Investors
Sponsored message from ADP
Workers Lack Confidence About Retirement Planning Decisions
Workers say saving for retirement is their biggest financial priority – and biggest financial worry. Read more >
Reviewing Providers
Non-cookie-cutter plans require non-cookie-cutter services.  Read more >
The Virtues of White Labeled Investments
In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. Read more >
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