Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 25th, 2017
University of Pennsylvania Wins Dismissal of Case Against 403(b)
The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.
Wagner Aims to Fill Void Left by DLP
With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS. Read more >
More Advisers Using Closed-End Funds
The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios. Read more >
Voya Bringing Framework Retirement Program to 403(b) Market
The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
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Retirement Savings Takes a Back Seat to College Savings for Parents
Seventy-three percent of parents agree with the statement, “I’d be willing to delay my retirement to pay for my kids’ college education.” Read more >
Fi360 Enhances Fiduciary Toolkit with Prospecting Feature
The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio. Read more >
Retirement Industry People Moves
Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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