Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 23rd, 2017
DCIO Assets Up 12% in the Past 12 Months
By year-end, Sway Research projects that DCIO assets will rise 13% to top $3.8 trillion. Read more >
PANC 2017: The Role of HSAs
The time is ripe for retirement plan advisers to get into the business of educating about HSAs, experts say. Read more >
PANC 2017: Financial Wellness
There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program. Read more >
Mortality Rates Increased 1.2% Between 2014 and 2015
With life expectancies declining slightly, pension plan obligations are reduced between 0.7% and 1.0%, the Society of Actuaries says. Read more >
Onboarding Clients
How to make the transition seamless 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
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from AMERICAN CENTURY
5th Annual National Survey of DC Plan Participants American Century Investments®
American Century will share findings of its latest participant study during an October 26 webcast. The survey uncovers the driving forces behind employees’ views and what employers can do to help improve retirement readiness. Register now: Read more >
Explaining True-Up Matches
DC plan sponsors may want to offer a true-up match to help participants reach their retirement savings goals. Read more >
Retirement Industry People Moves
The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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