Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 30th, 2015
Technologically Savvy Advisers Reap More Assets
Technologically savvy advisers, which Fidelity Clearing & Custody is dubbing “eAdvisers,” reap several advantages. The firm offers six concrete suggestions for finding efficiency in technology.  Read more >
OCIO Market Expansion Reaching Public DBs
Asset managers and advisory firms are benefitting from strong growth in outsourced chief investment officer business among a relatively untapped client bases—public DB plans. Cerulli finds OCIO mandates are also increasingly sought by private DC plans, for many of the same reasons their DB counterparts. Read more >
Rx Costs Drive Up Amount Needed for Retirement
It’s no big surprise that individuals with high prescription drug costs today need to save more for retirement than others. What is surprising is just how much more they’ll need for a successful retirement. Read more >
Investment Product Launches for the Week
CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Congressional Democrats Continue Push on Butch Lewis Act
Looking Ahead to PANC 2016?
Visit the PANC Retirement Resource Center for conference coverage and insights on best practices, business management and what it takes to create a successful retirement.  Read more >
2015 Retirement Plan Adviser Survey
The 2015 Retirement Plan Adviser Survey, our eighth, endeavors to gain insight from the adviser community about how providers and funds are selected, and which are the favorites each year. Read more >
Less Than 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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