Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 10th, 2016
Merrill Lynch Will Cut Commissioned IRA Sales in Fiduciary Rule Response
The company is keeping other aspects of its response to the rule under wraps for now, including operating and product modifications likely to be required on the institutional retirement side. Read more >
Having a Philosophy Can Refocus Client on the 'Why' of Retirement Plan Decisions
“Conversations with clients revealed they felt brow-beaten by regulations and litigation, and felt they have gotten out of touch with why they have the plan in the first place,” David Hudak of Portfolio Evaluations says. Read more >
More Than Ever, Clients Want Help With Retirement Income Planning
Fifty percent of advisers polled said their clients are asking more questions about retirement income planning than three years ago. Read more >
United Technologies Announces Pension Buyout and Lump Sum Window
The company expects the actions will reduce the overall size of its pension obligations by approximately $1.77 billion. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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Employees Need Guidance With Their Workplace Benefits
Thirty-eight percent of Americans admit to knowing little or nothing about their employee benefits. With MapMyBenefits, employees can get personalized guidance on healthcare, protection and retirement. Read more >
Schwab Advisor Center Gets Upgrade
In addition to online support and guidance, the platform will feature various tools help advisers complete tasks and communicate with clients while reducing data-entry, paperwork, and room for error. Read more >
Retirement Industry People Moves
Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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