Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 30th, 2018

An Invitation for Advisers in Boston, Chicago, Houston, New York and San Francisco

If you have plan sponsor clients located near these great cities, please encourage them to join PLANSPONSOR for a free half-day event in November focused on retirement plan trends and best practices. The Best of PSNC 2018 series kicks off at the University Club of Chicago (Nov. 13) before moving on to the Harvard Club of New York City (Nov. 14) and the Boston Marriott Newton (Nov. 15). Two weeks later, we are in San Francisco at the JW Marriott, Union Square (Nov. 27), and in Houston at the Four Seasons (Nov. 28). Advisers are encouraged to join their clients at the event; there’s no better way to stay up to date on the latest challenges your clients face. Read more >
Are you investing like it’s 2009?
If you’re not taking factors into consideration, your plans may be positioned for yesterday’s market cycle—not tomorrow’s. Invesco Global Solutions Team has found that many DC plans are positioned for bull markets and low volatility, and are exposed to the risk of higher volatility and early cycle downturns. Read more >
DOL Investigations Intensify
I provide investment advisory services to Employee Retirement Income Security Act plans. If the DOL Department of Labor were to conduct an investigation of my services to retirement plans, what would it be focused on, and what factors would increase my risk of liability? Read more >
DOL Provides Relief for Plans Impacted By Recent Hurricanes
The Department of Labor has published employee benefit plan compliance guidance and relief for victims of Hurricanes Florence and Michael, recognizing that plan fiduciaries and employers may encounter unavoidable issues with ERISA compliance. Read more >
Advice Gaps Financial Firms Can Address
“Choosing appropriate investments” is a top pain point for all individuals no matter their place in the retirement planning spectrum, Hearts & Wallets found. Read more >