Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 29th, 2015
PANC 2015 Day One
Attendees at the 2015 PLANADVISER National Conference heard from top industry CEOs and regulatory experts on day one, complemented by a thought-provoking after-dinner talk from Tom Brokaw.  Read more >
PANC 2015: “Industry Insights”
At the 2015 PLANADVISER National Conference in Orlando, Florida, Pensionmark CEO Troy Hammond and CAPTRUST CEO Fielding Miller talked about what prompted their strategic partnership—and how it is benefiting advisers. Read more >
PANC 2015: The ‘New Bond King’ Gives Market Update
Jeffrey E. Gundlach, chief executive officer and chief investment officer for DoubleLine Capital, shares his insights on central bank policies, global markets, pockets of opportunity and stress. Read more >
PANC 2015: The Regulatory Environment
With the presence of Andrea Ottomanelli Magovern, an acting branch chief of the Division of Investment Management at the U.S. Securities and Exchange Commission, the regulatory discussion at the PLANADVISER National Conference focused on SEC actions. Read more >
MOST READ ARTICLES
1
Education About Tax Treatment and Fees Could Boost 401(k) Participation
2
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
3
Inertia Remains a Plan Sponsor Problem, Too
4
Open MEPs Could Create Many Opportunities for Advisers
5
AARP Launches Social Security Resource Center
Sponsored message from PLANADVISER AND T. ROWE PRICE
PANC 2015 Kicks Off in Orlando
Visit the Retirement Resource Center to catch up on topics to be discussed at the ongoing 2015 PLANADVISER National Conference.  Read more >
PANC 2015: Top Trends
Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015. Read more >
Millennials Must Understand Both Sides of Balance Sheet
Many Millennial workers show a healthy focus on paying down debt—student debt especially—but their actions reveal little appreciation for opportunities on both sides of the balance sheet. Read more >
Advisers Outline Business Challenges
Market volatility is the leading challenge to the growth of advisers’ businesses, according to findings in the Natixis 2015 Financial Advisor Survey, sparking them to use investment strategies that can provide stability and balance risk in up and down markets. Read more >
Two Private Equity Firms Will Acquire Ascensus
Genstar Capital, a San Francisco-based middle-market private equity firm—which, among other companies, is an owner of Asset International, Inc.—and Aquiline Capital Partners, a New York-based private equity firm investing in financial services, have entered into a definitive agreement to acquire Ascensus from J.C. Flowers & Co. Read more >
Pensionmark Onboards Rogers Financial Group
Rogers Financial joined Pensionmark after more than two decades in the retirement specialist advisory industry. The recent affiliation becomes Pensionmark’s first office in Washington, D.C. Read more >
LPL Financial Adds Benchmarking Capabilities
David Reich, LPL executive vice president and head of Retirement Partners, says including Fiduciary Benchmarks as an integrated offering within the LPL Retirement Partners tool suite “is consistent with our goal to leverage LPL’s size and scale to our advisers’ advantage.” Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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