Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 9th, 2017
Possible Outcomes of the Rocky Legislative Session
ERISA attorneys and practice leaders give their take on the intense political grappling that has become the norm in Washington under a Republican majority. Read more >
CFA Urges Skepticism Regarding Industry Fiduciary Rule Concerns
An open letter penned by the Consumer Federation of America warns that some players in the investing industry may be sending false signals as to the impact of the widespread shift toward fee-based accounts. Read more >
How to Tear Down Barriers to In-Plan Annuities
Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions. Read more >
Retirement Industry People Moves
SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more. 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 ADP
Workers Lack Confidence About Retirement Planning Decisions
Workers Lack Confidence About Retirement Planning Decisions Workers say saving for retirement is their biggest financial priority – and biggest financial worry. Read more >
2017 PLANADVISER Recordkeeper Services Guide
Recordkeepers’ consistent evolution Read more >
Retirement Income Options
Larger plans are beginning to embrace products that guarantee income. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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