Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 22nd, 2015
Don't Get Left Behind By Money Market Fund Reform
Survey data shared with PLANADVISER by SimCorp, a global provider of investment management solutions and services, reveals “a large amount of uncertainty and lack of preparedness for the pending money market fund reform, due for compliance by Q3 2016.” Read more >
401(k) Solutions for Micro Plans
Betterment, an automated investing service, recently announced the upcoming launch of Betterment for Business, garnering significant attention for bringing together recordkeeping and advice through one platform. Several providers reached out to us to say there are other options for micro plans to get bundled service, low costs and participant advice. Read more >
DCIO Providers Evolving With Adviser Demographics
Even if recruiting picks up in the next several years it will do little to stem the impending talent crisis among advisory firms, Cerulli warns, in no small part due to the significant time and training required to develop a skilled and trustworthy adviser. Read more >
2015 Recordkeeper Services Guide
Working as a retirement plan adviser, if nothing else, means working in the business of relationships. First and foremost among these are the partnerships between the adviser and his plan sponsor clients. However, an adviser must also keep strong ties in the provider community, to ensure he has the most current information about the best products and services available to clients. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
Sponsored message from T. Rowe Price
Let Gamification Energize Participant Engagement
Saving and investing for retirement is no game. However, some DC providers are leveraging gamification techniques to make a serious subject more approachable and actionable. It’s all about engaging people in the process and helping them make educated choices about the future. Read more >
Not Too Late to Register for PANC 2015
The 2015 PLANADVISER National Conference is coming up next week in Orlando, but there’s still time to sign up. Follow the link to explore the agenda and reserve your place.  Read more >
2015 PLANADVISER Top 100 Advisers – Profile of the Day
“Our vendor partners are equally important to us as our clients,” explains Barbara Delaney, founder of StoneStreet Advisor Group. “Each year with meet with each vendor to review our client’s needs, assess what our goals and objectives are and set a plan for each year.” Read more >
SunGard Creates Planning Apps in Windows
SunGard has created a series of five financial planning applications, available through the Windows Store, to help people improve their chances of reaching their financial and retirement savings goals. Read more >

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

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

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