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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Average Worker Will Pay More Than $150K in 401(k) Fees
5
Congressional Democrats Continue Push on Butch Lewis Act
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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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