Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 16th, 2015
Staying the Course Sometimes Means Taking Action
It’s rarely a good move to trade on emotion, but it does make sense to revisit risk tolerance during times of volatility. Read more >
No Social Security COLA for 2016
There was no increase in inflation in the third quarter, so under current law, there will be no increase in Social Security payments. Read more >
Investing Confidence Gap Between Men and Women Persists
More women than men in a recent survey said they are solely responsible for making financial decisions for their households—but these decisionmakers express lower levels of financial confidence and optimism than men, according to a new study from Regions Private Wealth Management. Read more >
Divisions Emerge in Use and Meaning of ‘Robo’
If any conclusions can be drawn about the expanding use of so-called robo adviser technologies, it’s that automation is not an all-or-nothing game. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Where Affluent Millennial Investors Turn for Advice
Investors are starting to shift in the ways they invest, with more turning to robo-advisers, according to Cogent Reports. Read more >
Low Rates Still Trouble Retirement Income Purchasers
For those age 55 the median savings level is up 6.81% over the last year, but future income purchasing power is actually down 0.19%. Read more >
Emerging Markets Top Risk to Equity Markets
Investment managers surveyed by Northern Trust have changed their views since the second quarter. Read more >
AXA Schools Teachers About 403(b)s
Borrowing from the approach in teachers’ lesson books, a new learning lab shows teachers the value of a 403(b) plan. Read more >
2016 PLANSPONSOR Plan Sponsor of the Year Nominations
The nomination process: 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 >
The Week’s New Investment Products and Services
Process Unity unveils new integration with Salesforce while BlackRock adds to its lineup of sustainable investing funds. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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