Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 7th, 2016
Advisers Scrambling to Adjust DC Plan Client Investment Lineups
More than half (55%) of the DC plan advisers surveyed by Ignites Retirement Research either plan to, or are very likely to review the mutual funds used in client DC plans before the DOL’s fiduciary rule takes effect. Read more >
Investors Want Financial Planning to Include Health Care Costs
They also believe their financial future is largely dependent on their physical well-being. Read more >
Running Out of Money is Biggest Concern of CPA Financial Planners’ Clients
It is no wonder, since Baby Boomers are retiring with an average of only $104,000 in savings. Read more >
Good Luck Beating Technology Providers at Their Own Game
Enterprise-level adviser technology providers are just fine with winning new business behind the scenes; two industry executives explain why “traditional advisory firms” should embrace them. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Barnabas Health Latest to Settle ERISA Suit
The Role of the 401(k) in Today’s Tight Labor Market
Olin Corp. Soundly Defeats ERISA Lawsuit
Sponsored message from AMERICAN CENTURY
Advance Your Approach to Target-Date Evaluation & Selection
Overview of four common labels to better compare TDFs – and advance the manager selection process. Read more >
Fidelity Launches Online Adviser Training Program With a Human Touch
The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities. Read more >
401(k) Participant Transfers Still Favoring Fixed Income
However, Aon Hewitt data shows new contributions continue to favor stocks, with 65.7% of employee contributions investing in equities—a slight increase from 65.6% in August. Read more >
Baby Boomers Will Rely Heavily on Social Security
Many Baby Boomers think the average monthly payment from Social Security is $500 more than it actually is, a new survey shows. Read more >
J.P. Morgan Opens Virtual Education Hub for Institutional Investors
The growing platform will offer podcasts, publications, and other materials designed to help institutional investors generate the best outcomes. Read more >
Investment Products and Service Launches
Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more Read more >
Latest Trends in Nonqualified Deferred Compensation
A growing number of NQDC plan sponsors offer participants the opportunity to make “in-service” distribution elections. Read more >
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