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

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 >

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