Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 24th, 2015
30 Million Used Retirement Savings Emergency Last Year
Add that 30 million to the 21 million not saving for retirement and one can start to grasp the scope of the retirement income shortfall we should all expect. The data shows poor financial decisions often aren’t really decisions at all.  Read more >
Adviser Settles with SEC Over Defunct Cyber Risk Policy
The amount of cyber risk exposure in the financial services industry can be downright frightening to think about, but details of a recent settlement reached between the SEC and a St. Louis-based financial planner contain important lessons for retirement specialists assessing their own cybersecurity policies. Read more >
PLANADVISER Retirement Plan Survey and Top 100 Advisers
Your chance to be considered for the 2016 PLANADVISER Top 100 Advisers closes THIS FRIDAY. Only complete Retirement Plan Adviser Survey entries will merit consideration. Read more >
Financial Engines Offers Advice to More 401(k) Participants
Financial Engines is making its investment adviser representatives available to more customers. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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What is driving Millennials’ investing behavior and how can you adapt to meet their needs? With their investment experience as a backdrop, it’s not surprising that Millennials have substantially different attitudes toward saving and investing than the Baby Boomer generation. Read more >
2015 PLANADVISER Top 100 Advisers – Profile of the Day
Millennium Advisory Services, today’s featured Top 100 Adviser, targets 403(b) plan sponsors who recognize the need for more comprehensive services for their participants. “Our service model consists of partnering with 3(21) and 3(38) plan-level fiduciary firms to provide a complete solution for the retirement plan,” the firm says. Read more >
Millennium Trust Gets Boost from Parthenon Capital Partners
Parthenon Capital Partners, a private equity firm, has signed a definitive agreement to invest in Millennium Trust Company, a provider of technology-enabled asset custody solutions for institutions, advisers and individuals. Read more >
CAPTRUST Expands Midwest Presence
CAPTRUST Financial Advisors, an independent wealth management and retirement plan advisory firm, has entered into a definitive agreement to merge Parker Carlson & Johnson Investment Management into its wealth management practice. Read more >
DIVERSIONS: Rising American Debt? It’s Complicated
The Pew Charitable Trusts takes on debt in all its multi-faceted glory. The picture has grown more complex over the last 30 years, as American families have turned more to credit and subsequently taken on debt.   Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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