Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 2nd, 2017
Enough With Falling Fees
At first, it was the recordkeepers that were being squeezed on fees and told that their services have been commoditized. More recently, this challenge has moved more into the adviser’s domain. But just in the last couple months another trend has started to emerge—of advisers standing up and saying, “No more compression. This is the fee, and we deliver tremendous value for that fee.” Read more >
Americans Say Tax Reform Proposal Would Affect Their Savings
Fifty-seven percent of Americans surveyed somewhat or strongly oppose reducing the maximum amount employees can defer pre-tax into a DC plan to $2,400 per year. Read more >
Equity Returns Boost Performance for Institutional Plan Sponsors
Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act plans, at 3.2%, Northern Trust data shows. Read more >
Time to Submit Plan Sponsor of the Year Nominations Is Running Out
Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants. Nominations for all types of retirement plans will be considered, so don’t delay. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors that advisers consider when selecting these key providers, and details the companies they prefer. The next issue of PLANADVISER will include the second part of the survey, “Practice Benchmarking,” which delves into how advisers structure and run their practice. Read more >
Why Small Business Owners Often Resist 401(k)s
What Exactly Is Driving the Great Resignation?
John Hancock Defeats ERISA Foreign Tax Credit Lawsuit
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Retirement Industry People Moves
Sponsored message from Charles Schwab Retirement Plan Services Inc.
Workplace Financial Wellness
Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>> Read more >
Retirement Planners Focus on Retirement Income
Investors say the most important question an adviser can answer is how much they can afford to spend each year in retirement, according to a Dimensional Fund Advisors survey. Read more >
2017 Annual Defined Contribution Survey Closes Friday Nov. 3
There is still time for your clients to join the thousands of plan sponsors who have responded to our annual survey of defined contribution plan design trends and recordkeeper satisfaction. Don’t miss this opportunity to benchmark your clients’ plans or nominate a recordkeeper/account service team for our annual Best in Class awards. Read more >
BrightPlan Launches ‘Hybrid-Robo’ Advisory Service
The inspiration to create BrightPlan was based on the idea that everyone deserves access to trusted, affordable financial advice that supports long-term financial goals. Read more >
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