Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 9th, 2015
Final Day for Adviser of the Year Nominations!!
Today is the LAST DAY for submitting 2016 PLANSPONSOR Retirement Plan Adviser of the Year nominations. 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 >
Adviser Career Paths Shift With the Times
Most financial advice professionals feel “daunted by the task of forging their own path and the accompanying headaches,” according to research by Cerulli Associates. Read more >
Lawmakers Want a Review of Fiduciary Rule Changes
In a letter to the DOL, members of Congress ask that changes made to the proposed fiduciary rule be submitted for review to the public before sending to OMB. Read more >
Auto-Features Put Millennials on Path to Retirement Readiness
Millennials’ participation in 401(k) plans in 2013 was higher than that of the equivalent age cohort in 2003, in large part driven by automatic enrollment plan design. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
The Most Common Retirement Plan Testing Mistakes
Advisers Cite Material Returns from Social Media Outreach
Some 43% of financial advice professionals attribute a measurable return to time invested in business-related social media use. What exactly qualifies as productive business-related social media use? Read more >
SOA Updates Mortality Improvement Scale
Society of Actuaries says the update will ensure pension plan actuaries have the most up-to-date information available. Read more >
Investment Product Launches for Oct 2 to Oct 8
New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch is pushing new apps that help retirement savers address longevity and inflation risks.  Read more >
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