Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 21st, 2015
2015 PANC Just a Week Away
In two weeks, hundreds of retirement plan specialist advisers and industry experts will convene in Orlando, Florida at the annual PLANADVISER National Conference. The agenda, which was designed in part from a pool of advisers telling us what sessions they wanted to attend, and from who they wanted to hear, encompasses all areas of a retirement plan advisory business: practice management, client service, selling, regulatory concerns, plan design and investing. Don’t miss your opportunity to hear about timely topics from speakers you’d be hard pressed to get time with elsewhere, including: “bond king” Jeffrey E. Gundlach, Chief Executive Officer & Chief Investment Officer, DoubleLine Capital LP; a representative from the Securities and Exchange Commission on our Regulatory Environment panel; heads of CAPTRUST Financial Advisors, Pensionmark, GRP Advisors, and Independent Financial Partners; and an attorney who has found against Jerry Schlichter in the revenue sharing cases. Come Sunday if you’d like to play golf with your peers! There is still time to register. I look forward to seeing you soon! – Alison Cooke Mintzer Read more >
Two Alternatives in Guidance About State-Run Plans
As many states are leading the charge to expand retirement plan access to private-sector employees, President Obama earlier this year asked the Department of Labor to issue guidance for states about how to move forward. Read more >
Advisers Add Extra Value in a Short Plan Year
Plan sponsors polled about what they want in a retirement plan adviser often say they are looking for a guide—someone who will be there, regularly, to help set a path and move the plan forward. This is especially true when a plan’s operations and deadlines are in flux, for example during a short plan year. Read more >
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
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Education on Lifetime Income Needed in Not-for-Profit Sector
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Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
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Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from PLANADVISER and T. ROWE PRICE
PANC 2015 Retirement Resource Center
Preparing for the PLANADVISER National Conference? Visit the sponsored Retirement Resource Center. Read more >
Generation X Fights for Most-Affluent Title
Advisers surprised by the fact that there are now more affluent Generation Xers than Baby Boomers missed some obvious warning signs, according to “Generational Changing of the Guard,” a research report published by Ipsos. Read more >
Participant Could Get Relief for Difference in Document and SPD
A court found a pension plan’s SPD materially conflicted with the plan document, so a participant who expected to receive certain benefits can seek relief. Read more >
Student Loans Hindering Millennials' Retirement Savings
One-third of Millennials say student loan debt has either delayed them from saving or kept them from saving as much as they would like. Read more >
Gauging American Over-Confidence in Retirement
What is fueling the higher level of confidence Americans express about retirement? Without a corresponding advantage in savings performance, Americans are more confident than citizens in other developed nations.  Read more >
PLANADVISER Top 100 Advisers – Profile of the Day
The key members of the Graystone Atlanta team have over 100 years of combined experience in the investment and plan consulting industries. “We are fully backed by the resources of Morgan Stanley, a global leader in wealth management and advice,” notes Andrew Harbour, institutional consulting director. Read more >
Retirement Industry People Moves
The week brought promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.  Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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