Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 12th, 2016
Event Information: Best of 2016 PLANSPONSOR National Conference
PLANSPONSOR is taking its popular PLANSPONSOR National Conference (PSNC) on the road to bring plan sponsors and retirement plan advisers in three major locations a sampling of the in-depth and insightful information provided at our national conference in June. In a half-day format, you’ll drill down into the latest industry trends and best practices concerning investments and participant communication and education; we will also consider the final fiduciary rule and the latest ERISA litigation. Read more >
Too Little Risk Is a Dangerous Move for Retirement Savers
You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. Read more >
Many Retirees Unprepared for a Financial Shock
Twenty percent of pre-retirees and 30% of retirees said that if an emergency were to arise, they could spend up to $25,000 without jeopardizing their retirement security. However, 20% of both groups said they could only spend less than $1,000 on an emergency without putting a serious dent in their savings. Read more >
Government Plans Will Receive Face-Lift
The IRS recently issued a package of proposed regulations revamping the rules governing so-called “ineligible plans” or “Section 457(f) plans.” The rules are, in fact, more liberal than anticipated and will make it easier to design and operate these plans. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from Betterment
Digital Tools Help Address Current Issues For 401(k) Plans
Today’s 401(k) is mired in contradiction: critical to retirement, but alarmingly under-supported Read more >
2016 PLANADVISER Adviser Value Survey
From a 10,000-foot view, sponsors working with an adviser are quite satisfied with the services being provided. Asked whether they were likely to recommend their adviser on a scale of 1 to 10, with 10 representing the most likely, 79.3% of sponsors gave their adviser a score of 8, 9 or 10.  Read more >
Don't Forget About Sweep Programs
A sweep program, fund or similar device is a common means used by retirement plan advisers and their affiliates to hold account assets on a short-term basis pending an investment or other transaction. Read more >
John Hancock Expands Open Architecture Platform for TPAs
John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs. Read more >
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