Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 5th, 2017
IRS Publishes Final Rule Regarding Mortality Tables
Three documents set forth mortality tables to be used by certain DB plans in actuarial assumptions and the procedures to request the use of plan-specific mortality tables instead. Read more >
Mapping Industry Change Just Part of the Job
From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux. Read more >
Industry Trends Threaten Traditional Broker/Dealer Model
Broker/dealers can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests. Read more >
Helping DB Plan Clients Enhance Portfolio Outcomes
A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment. Read more >
2017 PLANADVISER National Conference
The 2017 PLANADVISER National Conference kicks off next week in Orlando. Get all the information you need on the agenda and on-site events here. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from T. Rowe Price
T. Rowe Price’s Active Target Date Approach Adds Value
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process has added value. All 11 funds outperformed in at least 84% of rolling five-year periods and in every rolling 10-year period since inception, net of fees. Read more >
Behavioral Finance Solution Aims to Personalize Client Experience
A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations. Read more >
Benefitfocus Enhances CDHP and COBRA Administration
Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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