Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 3rd, 2015
Intel Lawsuit Questions Custom Target-Date Fund Construction
A participant in retirement plans sponsored by Intel Corporation has filed a lawsuit claiming custom-built investment portfolios within the plan are too heavily invested in imprudent investments. The suit suggests certain “best practices” followed by the plan that are actually counterproductive for participants.  Read more >
Annuity Product Set Still in Flux
Fixed-indexed annuities are posing a threat to traditional variable annuities, according to new research from Cerulli Associates. Read more >
Americans Share Financial Regrets
Americans apparently are not willing to cut corners to minimize expenses, as only 54% would be willing to move in with loved ones, 26% would be willing to move to a cheaper area, and a mere 20% would set a budget. Read more >
Q3 Market Drop Socks It to Institutional Investors
Corporate ERISA plans were the relative best performer among plan types last quarter. 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
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Education on Lifetime Income Needed in Not-for-Profit Sector
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Dimensional’s Income Strategy
Dimensional Fund Advisors has launched of a new series of Target Date Retirement Income Funds. The series of funds are designed to manage the market, interest rate, and inflation risks leading up to and throughout retirement. Read more >
Map Shows the Worst States for Taxes in Retirement
Kiplinger’s tax map shows the importance of location, location, location for retirees. 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 >
PLANADVISER Top 100 Advisers Featured Profile
“We strive to find new solutions for the new challenges presenting themselves in all aspects of retirement for plan sponsors, individuals, actuaries, pension attorneys and financial advisers,” says Dietrich & Associates, recognized as one of the 2015 Top 100 Adviser Teams.   Read more >
2016 Plan Sponsor of the Year Nominations Close Wednesday
Wednesday November 4th is the FINAL DAY for submitting 2016 PLANSPONSOR Plan Sponsor of the Year 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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