Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 17th, 2017
PANC 2017: Measuring TDF Performance
Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with 27% in 2009. Read more >
PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.   Read more >
PANC 2017: Understanding Adviser Tools and Support
Panelists discussed a number of “game changing” applications, noting that new ones are constantly being introduced. Read more >
Individuals Need a Better Idea of Retirement Expenses
Research indicates consumers who conduct retirement planning activities or have a formal written retirement plan prior to retirement have a greater likelihood that actual expenses resemble anticipated expenses. 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
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from T. ROWE PRICE
T. Rowe Price’s Active Target Date Approach Adds Value
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process has added value. All 11 funds outperformed in at least 84% of rolling five-year periods and in every rolling 10-year period since inception, net of fees. Read more >
Setting Goals Improves Retirement Savings
Research finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing priorities. Read more >
OneAmerica Adds to Fiduciary Support Options
In collaboration with Mesirow Financial Investment Management, Inc., OneAmerica announced the debut of 3(38) Flex. Read more >
McDermott Rolls Out Determination Letter Program
The firm is launching a new program for 403(b) plans. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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