Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 2nd, 2015
Changes DB Plan Sponsor Clients Would See with Budget Bill
The Bipartisan Budget Act of 2015 includes some good news about funding calculations and mortality tables, but there is some bad news in it too. Read more >
Social Security Changes Hammered Out in Budget Deal
There is a concept in biology called punctuated equilibrium, in which long periods of stability are interrupted, rapidly and unpredictably, by meaningful change. It’s an apt metaphor for discussing Social Security, especially after a week like this. Read more >
Advising Sometimes Means a Family Affair
For some, bringing their child to work is a continuation of what their own parent did. For Karen DeRose, president and managing partner of DeRose Financial Planning Group in Chicago, who was brought into the advisory business by her father, inviting her son in was the natural thing to do. Read more >
Plan Sponsors Need Truth, not Jargon
Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron. 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
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from BLACKROCK
How Index and Active Can Work Together in DC Plans
BlackRock explores the factors plan sponsors should be aware of when evaluating their investment menu line-up.  Read more >
Where Pension Plans Parked Assets in 2014
Fortune 1000 companies with frozen pension plans went conservative in 2014, while open plans took on a bit more risk. 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 >
Millennial Retirement Agenda: Saving, Not Planning
Retirement planning is harder than dieting; retirement may hinge on winning the lottery; or can Oprah be my adviser? Read more >
Retirement Industry People Moves
This week brings the retirement of FINRA’s chief executive, and new hires and deals at GRP Advisor Alliance, Towers Watson and more. Read more >
Less Than One Week Left for 2016 PSOY Nominations!
Hear that? It’s the sound of time running out on the nomination process for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. Wednesday, November 4th is the final day for submitting nominations, so don’t wait!  Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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