Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 20th, 2015
Perez Speech Hints at DOL Fiduciary Flexibility
Speaking at a Brookings Institution public meeting, U.S. Secretary of Labor Thomas Perez said he is “confident we will be making changes to improve and clarify our proposal.” Read more >
A New Player in the Retirement Industry
Retirement is front and center as a local and national legislative issue, said Brian Graff, executive director of the American Retirement Association. “The government finally gets it that retirement plans are important, but now it’s not sure we are the best to deliver those plans.”  Read more >
Voya Urges ‘Born to Save’ Mentality
Voya announces sales campaign with some helpful talking points for clients with young kids or newborns on the way. For example, did you know roughly four-in-10 U.S. parents spent at least $500 (and many spent more than $1,000) on baby-related items that were never used? Read more >
U.S. Retirement Ranking Slips Again
Global retirement readiness rankings are inherently subjective and often controversial, but Mercer says the U.S. is clearly slipping compared with some other developed nations. On one key factor in particular—labor force participation for those above age 55—the U.S. is particularly challenged.  Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Education on Lifetime Income Needed in Not-for-Profit Sector
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from BlackRock
A New Framework for DC
Getting participants’ future in focus is critical for driving optimal outcomes. BlackRock presents a new holistic framework for understanding risk across an entire DC plan. Read more >
Millennial Life Goals Include Travel, Early Retirement
Compared with other generations, they want cheaper homes, more vacations, fewer working years. Read more >
TDFs Start to Go Global
Plan sponsors need to understand the implications of how their plan’s TDFs may be affected by changing exposures to international stocks and bonds. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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