Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 4th, 2015
FINAL DAY for Plan Sponsor of the Year Nominations
Today is the FINAL DAY for submitting 2016 PLANSPONSOR Plan Sponsor of the Year Nominations. We will not be able to accept nominations submitted after today, so don’t wait! Read more >
ESOP Participants’ Breach Claims Not Supported
Participants in an ESOP that purchased shares with a loan from the sponsoring employer made allegations that were not backed by evidence, a court found. Read more >
Study Gauges Worker Reaction to State-Run Retirement Plan
The majority of workers surveyed say such a program would be good for them, but a significant number still would not save or save enough. Read more >
Affluent Investors ‘Test Driving’ Robo-Advice
LIMRA finds automated advice is appealing to a significant proportion of affluent investors—those with $500,000 or more in assets—many of whom are test-driving various robo-advisers with smaller sums to see if this is a viable option going forward. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Are Advisers Ready for the Next Round of Risk Exams?
A new white paper outlines some of the critical cybersecurity points to prepare for the SEC’s Risk Alert. Read more >
Women Are Better 401(k) Savers Than Men
“Autopilot features are undoubtedly the great equalizer, but we’re not seeing a rapid convergence of men’s and women’s participation and savings rates,” says Jean Young, senior research analyst at the Vanguard Center for Retirement Research. Read more >
Affluent Boomers Fear Long-Term Care Could Derail Retirement
A survey finds Boomers are not very knowledgeable concerning long-term care, with the average respondent answering only seven out of 11 questions about it correctly. Read more >
Alliance Benefit Group Partners with iJoin Solutions
Advisory firms in the Alliance Benefit Group will be able to leverage iJoin’s proprietary suite of enrollment and planning tools. 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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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