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
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
2
A New World and New Opportunities for Alpha
3
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
4
PANC 2020: Is It Time to Re-evaluate TDFs?
5
PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Sponsored message from MASS MUTUAL
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 >
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850