Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 28th, 2015
Recordkeeper Partners Critical to Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor outcomes. Read more >
Participants Need Good Choices, Education and a Focus on Income
Participants in smaller DC plans especially are not getting the same resources as their counterparts in larger plans, according to a survey. Read more >
Boomers in Poor Shape for Retirement
Annual expenditures for today’s 65-year-old retiree exceed $50,000, yet Social Security generates only $16,000 a year on average. Fortunately, there are a few things Americans can do to effectively close the gap, especially when starting early.  Read more >
Health Care in Retirement Will Cost How Much?
There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people actually have saved. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Education on Lifetime Income Needed in Not-for-Profit Sector
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
PLANADVISER and MassMutual are pleased to bring you this special edition newsletter, which focuses on client service trends and challenges. We hope you will find insights and strategies to help grow and improve your retirement plan advisory business. 
Is A Big Shift to Managed Accounts Likely?
One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great idea.” Read more >
Participant Advice and Fiduciary Reform
Under the proposed DOL fiduciary definition, the types of information given to participants are restricted or permitted and the adviser’s compensation model will also be affected. Yet advisers may be more crucial than ever to participants’ success. Read more >
Financial Wellness Programs Can Carry a Stigma
Employees want help with overall financial wellness, but poor planning and “bad vibes” could prevent them from participating in employer programs. Read more >
Company Stock Decision Requires Two Hats
Recent court cases have brought to life the significant layers of risk involved in offering employer stock as an investment option with a defined contribution plan. Effectively managing the risk requires multiple approaches and skilled quarterbacking.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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