Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 23rd, 2016
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice? What does it matter?  Read more >
Court Hearings on Fiduciary Litigation Offer Little Clarity
ERISA specialist Erin Sweeney recently attended a key hearing in one of the five ongoing pieces of litigation filed against the DOL fiduciary rule reforms; she offers an update for PLANADVISER readers. Read more >
Divining Trends in Global Fixed-Income Markets
Sean Rhoderick, taxable fixed-income investing leader at PNC Capital Advisors, outlines unique opportunities driven by conflicted central bank policies and a persistently abnormal rate environment. Read more >
Money Market Fund Reform Expectations Played Out in August Trading
Net new flows to long-term mutual funds and exchange-traded products totaled $28.2 billion in August, according to Strategic Insight, parent company of PLANADVISER. The bifurcation in demand within the money market fund space continued in a dramatic way.  Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from T. Rowe Price
Retirement Resource Center
Visit the Retirement Resource Center and access selected articles and topics covered at the 2016 PLANADVISER National Conference.  Read more >
PBGC Issues Final Rule for Late Premium Penalty Reductions
The Pension Benefit Guaranty Corporation is reducing penalties for late payment of premiums in an effort to reduce regulatory costs and make it easier for plan sponsors to maintain traditional pension plans. Read more >
Most DC Plans Have Fixed-Fee Recordkeeping Arrangements
The asset-weighted average expense ratio for defined contribution retirement plans is currently 0.42% versus the 2006 level of 0.57%, according to NEPC. Read more >
DC Participants Favored Fixed Income in August
Trading in defined contribution plans in August was amongst the lowest on record, according to the Aon Hewitt 401(k) Index. Read more >
White Paper Offers Fiduciaries Direction on Handling TDFs
In light of the DOL’s Conflict of Interest Rule, the department is taking steps to assure that plan fiduciaries know exactly what they are providing in their TDFs, and that they are serving the best interests of plan participants. Read more >
External IT Launches Cybersecurity Program for RIAs
The most overlooked source of data breaches is employee-related negligence, according to an IT firm which just launched an educational program for financial advisers.   Read more >
Investment Products and Service Launches
Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more.   Read more >
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