Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 27th, 2015
Fidelity Accused of Adviser Registration Issues
A complaint filed by state securities regulators in Massachusetts accuses Fidelity of allowing unregistered individuals to utilize its platforms and perform inappropriate functions. Read more >
PBGC Updates Premium Rates for 2016
The Pension Benefit Guaranty Corporation has updated its website with premium rates for 2016, which include a preprogrammed increase. Experts report increased premiums can strain employer commitment to DB plans.  Read more >
When Concentration Beats Diversification
In a twist on what is probably the most common investment mantra out there—diversify, diversify, diversify—university researchers found institutional investors using concentrated investment strategies fared better than more diversified investors in certain circumstances.  Read more >
Millennials Likely Face Later Retirement
The class of 2015 faces a retirement age as late as 75—two years later than what the Class of 2013 could expect—because of increasing student loan debt, rising rents and Millennials’ approach to money management, according to analysis by NerdWallet. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Short-Term Financial Goals Derail Retirement
A Natixis survey finds 43% of those polled have at some point taken a lump-sum distribution rather than keeping assets in a previous employer’s retirement plan or rolling it over to another qualified plan. Read more >
How Will Employers Respond to Changed Savings Incentives?
Following tax reform in Denmark, employers changed their contributions to retirement accounts in step with employees’ savings changes. Read more >
2016 Plan Sponsor of the Year Nominations Close Next Week
The nomination process closes next week, so don’t wait! Please note that all plan sponsors nominated through this form will receive a follow-up form in November asking for more detailed information. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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