Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 14th, 2015
Boomers in Poor Shape for Retirement
Annual expenditures for today’s 65-year-old retiree exceed $50,000, yet Social Security generates only $16,000 a year on average. Can DC plans make up that gap? Read more >
Participants Stay the Course in September Trading Trends
Defined contribution participants transferred money from equities to fixed income amid a rough September on Wall Street, according to the Aon Hewitt 401(k) Index. Fixed-income funds were the only asset class with positive net inflows for the month. Read more >
Not-for-Profit Retirement Plans Are Delivering Results
Not-for-profit sector retirement plan participants are estimated to replace an average of more than 90% of their pre-retirement income in retirement, according to research from TIAA-CREF’s new Retirement Income Index. Read more >
SEC ReTIRE and DOL Fiduciary Rulemaking
The announcement of the ReTIRE Initiative fails to mention the DOL’s proposed rulemaking. Rather, it is presented as a warning about future OCIE activity and an opportunity for firms to review their compliance procedures related to retail retirement accounts in anticipation of an examination by the staff. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Company Stock Decisions May Mean Two Roles
From rose-colored glasses to downright fear, company stock in a DC plan evokes a range of responses and requires several considerations. Read more >
2016 PLANSPONSOR Plan Sponsor of the Year Nominations Close Nov 4
Only three weeks remain to nominate plan sponsors for the 2016 PLANSPONSOR Plan Sponsor of the Year awards program. Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees, or colleagues. Please note that all plan sponsors nominated through this form will receive a follow-up form in November asking for more detailed information. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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