Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 6th, 2017
Proprietary Funds
Besides the claims of breach of fiduciary duty made of late against plan sponsors that offer proprietary funds, there have been claims of prohibited transactions. With respect to the latter, plan sponsors have sought to rely on both statutory and administrative exemptions, but with only limited success. Read more >
Workers Like the Idea of State-Sponsored Auto-IRA Programs
Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers. Read more >
Institutional Investors Need Focus for Factor-Investing
“In factor-based investing, institutional investors look at the sources of risk and return behind securities’ prices—what are the true drivers of risk and return?” explains Don Robinson, CEO and chief investment officer of Palladiem LLC, an investment management firm that serves the adviser community. Read more >
Investment Products and Services Launches
Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
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Default Thinking
How to advise sponsors about switching to managed accounts as the QDIA. Read more >
Redtail Unveils ‘Redtail Speak’ Compliance Solution
The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication. Read more >
Riskalyze Launches Retirement Solution With Vestwell
The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskzlyze platform. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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