Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 6th, 2015
Participants Need Good Choices, Education and a Focus on Income
Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to a new survey. Read more >
Credit Suisse Can Continue Managing Retirement Plan Assets
The bank, which pled guilty to criminal charges last year, applied for an exemption that would enable it to keep its status as a qualified professional asset manager. Read more >
Advisers’ Top Commodity May Be Peace of Mind
A study commissioned by Paychex shows process simplification and peace of mind are the leading factors driving small business owners to outsource employee benefit administration. Read more >
Still Waiting for an Adviser to Call
More than a month after market volatility showed up in a big way, a sizable group of investors has yet to hear from their financial advisers, according to Spectrem’s Millionaire Corner. For affluent investors in particular, regular contact is a cornerstone of client satisfaction.  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
PLANADVISER National Conference Coverage
Visit the Retirement Resource Center and access selected articles and topics covered at the 2015 PLANADVISER National Conference. Read more >
PANC 2015: Growing Your Business
A quick poll of PANC attendees found 71% depend on referrals from strategic partners or other professionals to grow their businesses, 20% rely on referrals from clients, and 10% use cold calling. Read more >
PANC 2015: Controlling the Message
One irony of the negative media messaging surrounding the retirement planning industry, according to L. Rita Fiumara, UBS Financial Services vice president and a 2015 PLANSPONSOR Retirement Plan Adviser of the Year, is that 401(k) plans “have only continued evolving and show vast improvements over the past 20 years.”  Read more >
PANC 2015: Stable Value
The characteristics and nuances of stable value products can vary, but all offer guarantees and principal protection. Read more >
PANC 2015: ‘Stressed Out and Stretched Thin’
John Hancock Retirement Plan Services started its annual Financial Stress Study a year ago because the company “wanted to know what prevents people from saving for retirement,” said Patrick Murphy, president of John Hancock Retirement Plan Services, speaking at the PLANADVISER National Conference in Orlando, Florida. Read more >
Majority in U.S. Have Less Than a Grand Saved
Nearly two-thirds of Americans have less than $1,000 in their savings accounts, according to a survey by One in five Americans, 90 million people, don’t even have a savings account. Read more >
CBIZ Acquires Georgia Pension Admin Firm
The national professional services firm has acquired Pension Resource Group Inc., adding to more than 100 offices across 34 states.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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