Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 27th, 2017
EBRI Breaks Down Number Affected by Tax Reform Changes
An Employee Benefit Research Institute analysis breaks down the number of 401(k) contributors who would be affected by a mandatory, partial Rothification proposal in tax reform. Read more >
Investors Who Held Steady After the Great Recession Have Been Rewarded
However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007. Read more >
Lack of Funds for LTC is Americans’ Greatest Fear About Aging
Yet only 20% have taken any step toward funding their long-term care expenses. Read more >
MassMutual Study Says African-Americans Want More Financial Education
Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income category. Read more >
MOST READ ARTICLES
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Pensions Give Teachers an Incentive to Stay on the Job
Because of shared and predictable expenses, they also offer greater benefits than defined contribution plans, the National Institute on Retirement Security says. Read more >
Investment Products and Services Launches
KBS Introduces Online Platform for Investment Trust; T. Rowe Price Chooses Linedata to Oversee Net Asset Value; Columbia Threadneedle Presents Target-Date Solution; and more. Read more >
Time to Submit Plan Sponsor of the Year Nominations Is Running Out
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 >
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