Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 1st, 2015
PANC 2015: DC in Perspective
Plan advisers are the linchpin in the constantly evolving retirement landscape, said Anne Lester, portfolio manager and head of retirement solutions, J.P. Morgan Asset Management, and a keynote speaker at the 2015 PLANADVISER National Conference. Read more >
PANC 2015: Asset-Allocation Models and QDIAs
Carefully crafted default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans. Read more >
PANC 2015: Retirement Income Options
A vast majority of individuals say they are open to the idea of in-plan lifetime income options, but only about one in five DC plan sponsors say they’re interested in these features. Read more >
PANC 2015: Micro Plans
“Plan sponsors with less than $20 million in assets under advisement are generalists with a lot of responsibilities, and they are strapped for time,” said Benjamin Lewis, senior managing director, direct plan market, at TIAA-CREF, speaking on the “Micro Plan” panel at the 2015 PLANADVISER National Conference. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from T. ROWE PRICE
Next Generation Thinking: How to Get and Keep Millennials' Attention
Millennial savers are interested in planning their financial future and want your guidance. So how can you meet the needs of this group to drive positive retirement outcomes? Read more >
PANC 2015: Keys to Profitability
Tips from executives on how to move beyond assessing assets under advisement to properly gauge services, time, effort and fees. Read more >
PANC 2015: Leading Edge Technology
The rapid progress of tech advances has brought a dizzying array of applications and software that helps plan advisers to be more efficient and profitable. Read more >
Parents Too Quick to Spend Savings for Tuition?
It should come as no surprise that parents and grandparents, when able, want to help the children pay for college. Read more >
GAO Calls for ERISA Amendment
To expand private-sector coverage, a new report from the GAO calls for Congress to amend the ERISA preemption provision. Read more >
DIVERSIONS: Most Overrated Jobs of 2015
The vocational grass is always greener for some, but dream jobs come with downsides. Read more >

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

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

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