Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 21st, 2015
DOL Explains Current Focus
Phyllis Borzi has revealed some of the thoughts behind key DOL initiatives—think fiduciary issues, retirement income adequacy and workplace access—and asked for a bit of help from the industry. Read more >
Long-Term Care Most Difficult Risk to Manage
Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. Read more >
Is Retirement Industry's Focus on Costs Too Much?
Retirement plan fee litigation over the past decade, in addition to fee disclosure rules, has some plan sponsors placing too much importance on cost when deciding what investment decisions are prudent, asserted Eugene F. Maloney, executive vice president at Federated Investors. Read more >
No Surprise: Health Care Impacts Retirement Savings
A strong majority of workers say that their health insurance costs impact what they are able to set aside for retirement, according to a LIMRA study on financial stress. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from T. ROWE PRICE
Missed PANC 2015?
Visit the Retirement Resource Center and access selected articles and topics covered at the 2015 PLANADVISER National. Read more >
Networking as Retirement Preparation
If networking is useful for finding a job, how about for achieving retirement readiness? To offset the loss of the pension and uncertainty over Social Security, Americans are looking to other means to ensure they save enough for retirement.  Read more >
Advice and Savings Conundrum Can Hamper Retirement
Nearly half of Americans believe they need at least $50,000 in savings to warrant financial advice, according to TIAA-CREF’s fourth annual Advice Matters survey. Read more >
Retirement, Health Care are Americans’ Biggest Financial Fears
Even at earlier stages in life, it’s important to take a long-term view and make sure to plan ahead for retirement and health care expenses, as these concerns become front of mind at older ages. Read more >
Wealth Advisory Clients Want Wider Focus
Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service. Read more >
Principal Takes Aim at Retirement Income Issue
The Principal Financial Group is about to roll out an in-plan annuity for guaranteed income for plan participants who want to lock down a guaranteed amount of income before retirement. Read more >
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