Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 25th, 2017
ERISA Vista: When Advisers Tout Their Own Services
The Department of Labor fiduciary definition delineates how to recommend an adviser who will be a fiduciary to a plan, a participant or an individual retirement account, without acting as a fiduciary himself. But what if I recommend myself and my investment strategies? Read more >
Significant Gender-Based Wealth Gap Measured by UBS Study
The difference owes mainly to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and women’s longer life expectancy. Read more >
Lawton Retirement Joins Firms Making Diversity Push
The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, the data shows advisers focus on their preferred firms. On the other hand, the character of individual client relationships varies quite widely, but most are founded on an expectation that the adviser will help the plan sponsor with its ERISA due diligence—to select and monitor the most appropriate investments and recordkeepers. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
RIA Aggregators Aim for Small-Plan Market Expansion
10th Circuit Affirms Great-West Fee Suit Dismissal
T. Rowe Price CEO Change Reflects Financial Industry Trends
Scrutinizing TDFs and Considering Balanced Funds
Sponsored message from American Century
5th Annual National Survey of DC Plan Participants
American Century Investments® shares findings of the latest participant study during October 26 webcast. Survey uncovers the driving forces behind employees’ views and what employers can do to help improve retirement readiness. Register now Read more >
Upcoming Webcast: The TDF Roadmap
As advisers try to build scale and efficiencies in their practices, they need tools and support to navigate the complexities of a target date funds monitoring process. PIMCO has created a TDFs Monitoring Roadmap that clearly defines four key elements to effective target date funds monitoring: timeline, process, benchmarking and documentation, and provides insight into different benchmarking approaches of top advisers serving DC plans. Read more >
Global Best Practices Can Improve U.S. Retirement Outlook
It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve. Read more >
Plan Sponsors’ Use of Best Practices Continues to Climb
Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting. Read more >
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