Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 19th, 2015
Creating Individual DBs With State Support
Georgetown professor discusses his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers. The plan involves a proposed new type of forward starting bond that mimics some of the features of annuities, without the associated complexity. Read more >
Building Better Value Propositions
Advisers should begin to present their value by taking the plan sponsor through the basics, starting with how they have monitored investments, made or suggested improvements to the lineup, and how their fund selections or recommendations have led to better performance, suggests Shelby George, senior vice president, adviser service at Manning & Napier. Read more >
Recordkeeper Services Guide
Working as a retirement plan adviser, if nothing else, means working in the business of relationships. First and foremost among these are client relationships, of course, but an adviser must also keep strong ties in the provider community. Read more >
Retirement Industry People Moves
This week brings new hires, promotions and acquisitions at T. Rowe Price, Wilshire Consulting, Envisage and more. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Sponsored message from T. ROWE PRICE AND PLANADVISER
Missed PANC 2015?
Visit the PANC Retirement Resource Center for highlights from the conference.  Read more >
Lincoln Introduces Retirement Education Program
The company launched the “Let’s Go!” program corresponding with National Save for Retirement Week. 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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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