Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 28th, 2015
Sen Warren Finds Annuity Perks and Kickbacks Rampant
If you believe Senator Elizabeth Warren’s new report, retirement specialist advisers are enjoying vacations to European castles, beach getaways, free golf outings, expensive jewelry and more by selling annuity products that aren’t necessarily in clients’ best interest. Read more >
FINRA Sanction Firms for Overcharging Charities
Following up on $30 million in enforcement actions announced in July, FINRA says it’s going after five more advisory firms accused of overcharging charities and retirement accounts. Read more >
Octogenerians Give Retirement Advice
Nearly three-quarters of current retirees say the earliest years of their retirement were some of their best years, while half say the first five years were the happiest. Read more >
Fidelity Research Busts Five Common Retirement Myths
Conventional wisdom has it that workers plan their retirement around the amount of money they have saved. But nearly half of American workers plan to stop working on a specific date, regardless of how much they have for retirement. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
The 2015 Retirement Plan Adviser Survey
Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers. Read more >
Only One Week Left for 2016 PSOY Nominations!
Wednesday, November 4th is the final day for submitting 2016 PLANSPONSOR Plan Sponsor of the Year nominations, 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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