Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 3rd, 2016
Advisers Raise Concern Over Low-Cost Digital Portfolios
In light of the DOL’s fiduciary rule, advisory firms are increasingly utilizing digital portfolios with low-cost ETFs; however, some advisers are voicing concern over the potential risks associated with these options. Read more >
ESOP Fiduciaries Ordered to Restore Plan Losses
The fiduciaries did not follow terms of the plan document when paying out participants upon plan termination, a federal court found. Read more >
Participants Are Getting Better At Using TDFs
More participants are putting all their assets in a single target-date fund—using TDFs as their designers generally intend.  Read more >
Cambridge Will Keep Supporting Commission-Based Retirement Accounts
While a handful of firms are moving away from commission-based retirement accounts in light of the DOL’s fiduciary rule, Cambridge Investment Group says it will keep supporting these accounts as it develops its own fiduciary strategy for its advisers. Read more >
SECURE Act Ensnared in Senate After Flying Through House
Newly Allowed 401(k)s Will Need Advisers
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
Retirement Industry People Moves
Sponsored message from MFS
MFS Active Management
Learn how MFS actively manages DC investments. Read more >
Predictions of Pain Ahead for Advisers and Managers
Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new analysis contends.  Read more >
Analysis Supports 'Through' TDFs and Partial Withdrawals in DC Plans
An analysis of DC participant distribution behavior supports the use of ‘through’ TDFs and the allowance of partial distribution options to help participants preserve their assets and develop retirement income strategies. Read more >
Advisers Can Help Women Build Financial Confidence
Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. Read more >
Advisory Firm Opens to Guide University Employees
In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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