Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 7th, 2016
Merrill Lynch Accelerates Fiduciary Rule Response
The firm initially planned to halt commission-based brokerage sales to retirement accounts when the first DOL fiduciary rule deadlines arrive in 2017, but Merrill Lynch has decided to halt the practice immediately to head off any potential issues. Read more >
DC Advisers Are Among Many Focused on Client Trust
Retail banks, active investment managers, defined contribution plan advisers, recordkeepers—they’re all focused on building client trust as a crucial element of future sales success. Read more >
Measured Use of 12b-1 Fees Will Continue
Advisers will certainly have heard questions from clients about the use of 12b-1 fees moving forward under the new DOL fiduciary rule; what are the experts saying? Read more >
Interest Rate Trends Inform LDI Approach
Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Sponsored message from NATIONWIDE
A New Perspective on Health Savings Accounts
What makes HSAs robust, tax-efficient vehicles for employees to save for future health care costs. Read more >
Roth IRA Conversion Can Help Maximize Wealth Transfers
Roth IRA conversions may offer estate-planning advantages, according to a new paper by Vanguard. Read more >
Retirement Industry People Moves
T. Rowe CIO to Retire; Voya Hires VP of ESG; Morningstar Appoints Two New Leaders in Tech; Great Lakes Advisors Hires Managing Director; and more. Read more >
Few Americans Focus on Retirement
… despite the fact they worry about depleting their nest egg Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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