Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 29th, 2016
District Court to Take Another Look at BP Stock Drop Suit
An appellate court has sent the case back to a lower court after finding that BP’s ESOP participants did not meet all pleading standards set by the U.S. Supreme Court. Read more >
DB Annuitization May Be More Costly Than Maintaining the Plan
Many real-life pension plans have actually performed much better than PBO projections might indicate—implying that just because the snap-shot PBO-derived buyout premium calculation looks attractive today, this does not mean that over the projected lifetime of the pension assets and liabilities the economic picture could not very well shift. Read more >
Millennials Eye Benefits Closely While Assessing Employers
Clients (or potential clients) should not underestimate the power of retirement and health benefits to attract and retain dedicated employees. Read more >
Event Information: Innovation Retirement Solutions
Join us TODAY for an in-depth look at the market’s paradigm shift toward creating sustainable income as an outcome of the retirement planning process. We will discuss how to help people make decisions about retirement planning earlier, so they move from thinking about retirement as a singular event to realizing it’s a life stage. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from T. Rowe Price
Retirement Resource Center
Visit the Retirement Resource Center and access selected articles and topics covered at the 2016 PLANADVISER National Conference.  Read more >
More Parents Are Saving for College
Fifty-seven percent of parents are saving for college, up from 48% in 2015, and their average balance has soared 152%, from $10,040 last year to $16,380, according to a survey by Sallie Mae and Ipsos. Read more >
IRI to Launches Training Program to Support DOL Rule Compliance
The program was designed with the support of more than 800 industry professionals, IRI says. Read more >
Mercer Launches 401(k) solution
Participants in Mercer Wise 401(k) will have complete access to Mercer Financial Wellness, an open architecture platform that includes access to online budgeting tools, credit-score monitoring, a robo-advice solution, and more. Read more >
Morningstar Releases App for Advisers
The free app will allow advisers to tap into clients’ overall asset allocation, return, risk and market value across accounts in real time. Read more >
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