Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 5th, 2016
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice? What does it matter?  Read more >
Asset Manager Distribution Strategies Shift With the Times
Internal investment product wholesalers are pursuing advanced degrees and designations to improve their image as “knowledge partners” in the eyes of advisers, according to new Cerulli Associates research. Read more >
Conservative DB Allocation Fares Better Long-Term
A traditional 60/40 portfolio is up more than 7% so far this year, while a conservative 20/80 portfolio remains up almost 10% through the first three quarters of 2016, according to October Three. Read more >
Event Information: Understanding the New Diversification
Join us on Thursday, October 6th, at 12 p.m. EST for an advisers-only webcast that will examine the difficult task of balancing retirement, college and health care savings. Experts from Ascensus will also field your questions. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Sponsored message from JP Morgan
Half of participants admit they don’t have a plan regarding retirement
Our Plan Participant Survey Findings take a closer look at DC plan participants’ attitudes and behaviors when it comes to saving and investing for retirement.  Read more >
Beware of Emotion During Transition Planning
Even the savviest clients with decades of business management experience can fall into the traps of emotional thinking at certain financial inflection points. Read more >
Research Suggests Retirement Readiness Is Improving
U.S. respondents to a survey reported higher levels of retirement confidence than previously, and scored well on financial wellness. Read more >
Student Loans Delaying Retirement Savings for Millennials
When asked how they would divert excess funds if student loans were hypothetically absolved, 31.68% of Millennials said they would save for retirement, according to a new survey. Read more >
Lower DB Funding Not Solely Driven by Lower Interest Rates
An analysis suggests discount rates are likely not the driving force behind different funding levels, despite the general belief lower discount rates produce greater liabilities. Read more >
The Majority of Women Take Social Security Early
Deciding to take lower payments early puts women, who typically live longer than men, at a real disadvantage. Read more >

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

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

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