Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 2nd, 2015
PANC 2015: The Flavors of Fiduciary Service
The fiduciary investment advice industry is in a state of flux, and it looks like the number of 3(38) investment managers is set to grow, according to a panel of experts at the 2015 PLANADVISER National Conference. Read more >
PANC 2015: Optimizing the Investment Menu
At one point the trend in defined contribution retirement plans was to expand the investment menu and have self-directed brokerage accounts (SDBA) available, but with all the behavioral finance information that’s been shared, plan sponsors and advisers understand that an expanded menu often confuses participants. Read more >
PANC 2015: Trends in Participant Education
While many industry practitioners will suggest the importance of retirement plan participant education programs have diminished with stronger uptake of automatic enrollment features, adviser Corby Dall, president and managing partner of 401(k) Advisors Intermountain, is happy to argue otherwise. Read more >
PANC 2015: Set It and Forget It Investments
Target-date funds can be an automated way to solve participant savings behaviors—unless they’re used incorrectly. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
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House Financial Services Committee Vote Snubs DOL
Given President Obama’s strong top-down push for employee benefits reform and a friendlier Senate, conventional wisdom says HR 1090 probably won’t get much further.  Read more >
Why Participation Is Low in K-12 403(b) Plans
Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more. Read more >
ERIC Asks IRS Not to Eliminate Determination Letters
In a comment letter to the Internal Revenue Service about its proposal to eliminate its determination letter program for individually designed plans, the ERISA Industry Committee (ERIC) asked the IRS to reconsider. Read more >
New Investment Products and Services
New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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