Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 26th, 2017
Court Dismisses Case Challenging Xerox and Financial Engines Fee Arrangement
A judge disagreed with Ford Motor Company retirement plan participants that Xerox is a fiduciary because it had discretion over the amount of compensation it received from Financial Engines. Read more >
2017 PLANADVISER National Conference Polling Insights
Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry trends, challenges and best practices. Special thanks to Fidelity Investments for sponsoring our live polling technology throughout the event.  Read more >
Many Pre-Retirees Misjudge Their Future Expenses
A survey of the newly retired finds 40% spend more for health care than they had expected. Read more >
The Need to Save More Tops List of Reasons for Limiting Spending
Sixty percent of Millennials (18- to 36-year-olds) who are limiting how much they spend each month are doing so in order to save more money (ahead of other concerns such as stagnant income, debt and worries about the economy and job security), according to a report. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Sponsored message from Cohen & Steers
REITs: Answering the Call for DC plan Diversification
For fiduciaries looking to enhance diversification in defined contribution plans, we believe REITs can be a simple and effective addition to investment lineups. Read more >
2018 PLANSPONSOR Plan Sponsor of the Year Nominations Due November 6
Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants. Nominations for all types of retirement plans will be considered, so don’t delay. Read more >
Management Fees and Lost Growth Potential
Personal Capital’s analysis of investing account fees offers important perspective about the long-term impact of management expenses on wealth generation. Read more >
Beyond (k): Student Loan Debt
At year-end 2016, Americans held a record $1.3 trillion in outstanding federal student loans, according to a report from the Federal Reserve Bank of New York. These loans now represent the biggest chunk of consumer debt in the country outside of mortgages, and they carry the highest delinquency rate. Read more >
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