Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 9th, 2016
ESG Investing Is Not A Political Act
A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as climate change, human rights abuses and economic inequality.   Read more >
Plan Document Best Practices Framework
A new analysis contends that, with careful governance practices in place, managing a compliant and effective retirement plan doesn’t have to be burdensome or even difficult. Read more >
FASB Considering Change to Pension Cost Reporting
The board says stakeholders have stated that the current presentation requirement has less value and requires users to incur greater costs in analyzing financial statements. Read more >
Portfolio Allocation Choices Help Institutional Investors Boost Returns
“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from American Century
Advance Your Approach to Target-Date Evaluation & Selection
Overview of four common labels to better compare TDFs—and advance the manager selection process.  Read more >
Mutual Fund Dominance in DC Marketplace Continues
A full two-thirds, 66%, of DCIO assets are in mutual funds, followed by separate accounts (18%) and collective investment trusts (16%). Read more >
2016 PLANADVISER Retirement Plan Adviser Survey
Another major consideration that advisers have when assessing investment managers is value for price. In the marketplace, Vanguard, known for its low-cost index funds, wins hands-down on this measure, receiving more than one-third of the votes cast, followed by American Funds, BlackRock, T. Rowe Price and MFS. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade