Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 22nd, 2016
Millennials’ Most Valuable Asset: Time
According to data from John Hancock Retirement Plan Services and Allianz Life, many Millennials have already fallen behind recommended retirement savings targets—but they also have time to recover and set the right approach. Read more >
Retirement Income Complexity Is Here to Stay
As a starting point for discussion, Vanguard defines a prudent initial withdrawal rate for retirees as 3.5% to 5.5% of their portfolio balance, per year. Read more >
Institutional Investors Turning to Bond ETFs
The institutional investors surveyed by Greenwich Associates are experiencing longer execution times, increased execution costs and more difficulty sourcing bond securities and completing trades. Read more >
DOL Sues Nursing Home for Mismanaging Retirement Plan Assets
The lawsuit alleges the nursing home and its chief officer diverted millions of dollars from the company’s retirement plan to a religious corporation and to themselves. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Sponsored message from JP Morgan
Are Your Clients Concerned about Plan Fees?
Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. Address your clients’ cost concerns with an analysis comparing their current fees with industry averages. Read more >
Nondiscrimination Relief for Closed DBs Extended Again
The relief is available for plan years beginning before 2018, if certain conditions are satisfied. Read more >
Caregiving Women Make Efforts to Fill Retirement Savings Gap
Among other actions, they increased their workplace retirement savings rate prior to or following their leave. Read more >
Families With Special Needs Children Not Prepared for Future
Most caregivers of special needs children don’t work with financial advisers; however there is strong interest in working with financial advisers who specialize in special needs planning. Read more >
Vestwell Introduces Fiduciary, White-Labeled Retirement Platform
The platform gives financial advisers the ability to better service employers and employees, the company says. Read more >
Cybersecurity Defense from Schwab Advisor Services
The firm announced availability of a new suite of resources and tools to help independent financial advisers develop, strengthen and maintain their cybersecurity defense. Read more >
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