Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 7th, 2015
Investor Interest in Robo-Advisers Soars
Nearly one-third of affluent Americans already use some type of automated investment advice service—also known as a robo-adviser—to manage a portion of their assets, according to the 2015 Investor Brandscape report from Cogent Reports. Read more >
DC Plan Universe Looked Way Different in 2005
NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a decade has made. Read more >
Is A Big Shift to Managed Accounts Likely?
One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great idea.” Read more >
Adviser Talking Points
Tired of giving the same old client presentations? Use these nuggets of information to spruce them up. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from RISKALYZE
Using Risk to Manage Client Expectations
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust. Read more >
2016 Retirement Plan Adviser of the Year Nominations Due FRIDAY
We have extended the nomination deadline from Tuesday to Friday. Nominations can be made by plan sponsor clients, employers and/or broker/dealers of eligible advisers, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators.  Read more >
2016 Plan Sponsor of the Year Nominations Due Nov 4
Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees or colleagues. Please note that all plan sponsors nominated through this form (including self-nominations) will receive a follow-up form in November asking for more detailed information to complete their award entry. Read more >
PlanMember and Interpacific Announce Partnership
The addition of Interpacific to the PlanMember network will expand the scope and depth of PlanMember’s independent advisers, while Interpacific advisers will benefit from PlanMember’s broader platform, technology, Web, marketing, training and business development support services.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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