Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 25th, 2015
Americans Agree: Fair Advice Requires Regulation
Nearly all American investors agree financial advisers should be required to proactively disclose conflicts of interest, actual or potential, to would-be clients. But strong feelings also exist that consumers and advisers themselves, rather than the federal government, bear most of the responsibility for avoiding harmful fallout from conflicted advice. Read more >
Participants Welcome More Contact With Plan Providers
A strong majority of retirement plan participants would welcome more information about financial products and services from their providers, according to Cogent Reports’ annual DC Participant Planscape. Read more >
Chances Are Your Clients Are Saving for College Expenses
It’s especially true if you have a lot of Millennial clients, according to Fidelity. People want access in the workplace, but the retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans. Read more >
Got Books?
The industry digs into fall reading with enthusiasm with books that delve into behaviorism, recommendations for plan sponsors, a classic from 1926 that advisers will still find fresh, and many more.  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
Sponsored message from PLANADVISER AND T. ROWE PRICE
PANC 2015 Kicks Off Monday
Heading to the PLANADVISER National Conference next week in Orlando? Visit the Retirement Resource Center, sponsored by T. Rowe Price, for helpful articles and timely information on PANC topics.  Read more >
PLANADVISER Retirement Plan Adviser Survey and 2016 Top 100 Advisers
Your chance to be considered for the 2016 PLANADVISER Top 100 Advisers ENDS TODAY. Only complete Retirement Plan Adviser Survey entries will merit consideration. Read more >
Buck Consultants Reveals Instant Pension Risk Monitor
Companies sponsoring defined benefit plans can work with Buck Consultants to map pension risks and strategies in real time. The new Pension Risk Navigator can also compare potential plan designs and lump sum strategies to aid in tough decisionmaking.  Read more >
Investment Product Launches for the Week
New equity analytics data service from Exchange Data International and new portfolio models from Pershing LLC.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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