Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 28th, 2016
Millennials Who Do Not Start Saving Soon May Never Catch Up
Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual income to meet even modest retirement goals. Read more >
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. Read more >
2017 Award Nominations Are Open
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >
Capital Group Survey Underscores Investor Anxieties
After experiencing the dot-com bust, the global financial crisis and the housing collapse, as well as stagnant wage growth during their formative adult years, Gen Xers are wary about their financial future,” suggests Heather Lord, senior vice president and head of strategy and innovation at Capital Group. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Sponsored message from MassMutual
Customized guidance across benefits in one simple, innovative tool
MapMyBenefits provides employees customized benefits guidance in one user-friendly tool. By giving simple, powerful guidance across benefits, MapMyBenefits helps pave the way to financial wellness.  Read more >
CFP, FPA and Others Announce Volunteer Advice Events
Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public. Read more >
LIMRA Releases Adviser Insights on Guaranteed Income Products
A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities. Read more >
Betterment Reveals Tax-Coordinated Portfolios
The new product automates the process of optimizing asset location to boost an investor’s cumulative after-tax returns. Read more >
T. Rowe Price Offers Sales Process Automation
The firm says the Essential Choice sales tool rationalizes and automates small-plan sales. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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