Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 14th, 2015
The Flavors of Fiduciary Service
Advisers can take on a variety of fiduciary roles. But, right now, the fiduciary investment advice industry is in a state of flux, and it looks like the number of 3(38) investment managers is set to grow, according to a panel of experts at the 2015 PLANADVISER National Conference. Read more >
Evolution in Retirement Income Options
A vast majority of individuals say they are open to the idea of in-plan lifetime income options, but only about one in five DC plan sponsors say they’re interested in these features. Read more >
Why Gamification Is Serious Business
Learn to tap individuals’ competitive nature to make saving and investing more approachable. Read more >
DC in Perspective
Plan advisers are the linchpin in the constantly evolving retirement landscape, said Anne Lester, portfolio manager and head of retirement solutions, J.P. Morgan Asset Management, and keynote speaker on day two at the 2015 PLANADVISER National Conference in Orlando, Florida. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
Experts: More Hackers Going After Retirement Savings
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Near-Retirees May Be at Risk for Retirement Income Shortfall
Sponsored message from T. ROWE PRICE AND PLANADVISER
PANC Adviser Resource Center
PLANADVISER and T. Rowe Price are please to bring you this special edition newsletter, rounding up the best content from the 2015 PLANADVISER National Conference. Explore the adviser resource center to catch up on PANC topics and prepare for next year’s conference, marking the 10th “anniversary” of PLANADVISER.  Read more >
What Millennials Are Really Thinking
Millennials are the largest generation in history—and your biggest opportunity.  Our research has uncovered ways to better engage this demographic. Read more >
Broker/Dealer and OSJ Evolution
With the Department of Labor’s fiduciary rule, it will become very difficult to do advisory services as a broker/dealer,” suggested Kimberly Shaw Elliott, president of IFP Plan Advisors, a division of Independent Financial Partners. “Advisers will look to us to help them with compliance and provide a level of sophistication.” Read more >
Unintended Consequences
Consider the impact of millennials propensity to job-hop. Read more >
Recordkeeper Partners Critical to Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor outcomes. Read more >
Controlling the Message
Longevity misconceptions, changing American families and the rise of smartphones are vital factors in burnishing the industry’s image. Read more >
Using Alternatives in Rising-Rate Environment
“We have done a lot of analysis, and we are very confident that a wide blend of alternatives will perform well in a rising interest rate environment,” said Ben Rotenberg, a portfolio manager specializing in alternative investments for Principal Funds. “In particular, a liquid basket of diversified hedge fund strategies should be a very compelling investment option in the years ahead, inside and outside defined contribution plans.” Read more >
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