Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 15th, 2015
Practical Tips for SEC Cybersecurity Exams
Completely insulating a business from cybersecurity risk is probably a pipedream in the modern world, but retirement plan advisers may be on the hook if, or when, a client data breach occurs. Read more >
Managing Investment Risk in Cash Balance Plans
The features of cash balance plans that make them easier to understand and make costs more predictable also create opportunity for advisers with skill structuring DB investments. Read more >
Cogent Reports: Many Advisers Shop Around for TDFs
A new study finds that almost half of the advisers who sell defined contribution plans now “go shopping” for clients’ target-date funds, searching out the best fund for the best price—regardless of the provider or brand name. Read more >
Investor Appetite for Equities Remains Anemic
While small and mid-cap stocks were hardest hit during the month, declines sent one-month average fund returns well into the red for U.S. equity and international equity during September.  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
Schwab Unveils Adviser-Friendly Managed Accounts
Steve Anderson, executive vice president and head of Schwab Retirement Plan Services, tells PLANADVISER the new capability leverages Morningstar managed account technology to build series of customized investment portfolios for retirement plans with $20 million or more in assets and a dedicated retirement specialist adviser. The service is meant to allow advisers to play a deeper role in creating and managing a plan’s automated QDIA.  Read more >
DIVERSIONS: Set Out Tech Treats to Lure Elusive Millennials
In five years, Millennials are forecast to constitute 75% of the workforce. A recruiting firm shares tips on what attracts and engages this very specific demographic.   Read more >
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