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 >
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
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Congressional Democrats Continue Push on Butch Lewis Act
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 alison.mintzer@strategic-i.com

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

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