Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 27th, 2017
The PLANADVISER National Conference, October 11-13
The PLANADVISER National Conference is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers! What’s so different this year? Everything. Start with an all-new agenda designed by, and loaded with, retirement plan specialists … A powerful roster of big-name speakers invited to educate and entertain throughout the conference’s three days … And more focused networking activities than ever before, created to allow old relationships to renew and new relationships to develop. Join us next month in Orlando! Read more >
Financial Struggles Overshadow Millennials' Retirement Savings Confidence
Despite confidence in their level of retirement savings, 46% of Millennials surveyed indicate they have a significant amount of debt, and 43% report they cannot afford to pay for their health care. Read more >
Advisers Seek Next Generation Active Investment Packaging
“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates. Read more >
PBGC Provides Relief to Sponsors Affected by Hurricane Maria
The Pension Benefit Guaranty Corporation is waiving certain penalties and extending certain deadlines in response to Hurricane Maria for plan sponsors in the U.S. Virgin Islands and Puerto Rico. For the U.S. Virgin Islands, the disaster area consists of islands of St. Croix, St. John and St. Thomas. The disaster area consists of any of the 78 municipalities in Puerto Rico. Read more >
Fuzzy on Fiduciary Compliance
A recent webinar presented by law firm Goodwin Procter offered extensive analysis of the ongoing implementation of the Department of Labor fiduciary rule, which has greatly expanded the definition of fiduciary investment advice under ERISA. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
Experts: More Hackers Going After Retirement Savings
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Near-Retirees May Be at Risk for Retirement Income Shortfall
Sponsored message from Charles Schwab Retirement Plan Services Inc.
Workplace Financial Wellness
Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>> Read more >
Investors Concerned About Near Term Volatility
Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction. Read more >
Investment Capability Added to HSA Platform
Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform. Read more >
NIRS Says Changes to Saver's Credit Would Help More Retirement Savers
One thing the NIRS suggests is to change the tax credit to a savings match. Read more >
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