Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 9th, 2017
District Court Grants Thrivent Injunction in Fiduciary Lawsuit Targeting DOL
A decision out of a federal district court in Minnesota represents something of a mixed bag for both the plaintiff, Thrivent Financial for Lutherans, and for Department of Labor defendants. Read more >
Inside Insight on Fiduciary Reform at Merrill Lynch and Beyond
Two executives focused on institutional retirement business at Merrill Lynch sit down for a fiduciary chat, offering inside views of one major advisory firm’s approach to navigating regulatory uncertainty. Read more >
Younger and Older Investors Have Different Savings Goals
“People who laugh about the desire to take a vacation instead of saving for retirement misses a key insight into what drives consumers,” Laura Varas, CEO and founder of Hearts & Wallets, says. “Current versus future work-life balance is an important issue, and the need to refresh and reset should be acknowledged.” Read more >
Enough With Falling Fees
More than a few firms with a wide footprint in the defined contribution advisory space are actually increasing their fees—in some cases quite substantially. What is more, clients are willing to pay the higher fees in many cases because they have come to understand exactly what they are paying for and why. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from T. Rowe Price
T. Rowe Price’s Active Target Date Approach Adds Value
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process has added value. All 11 funds outperformed in at least 84% of rolling five-year periods and in every rolling 10-year period since inception, net of fees.  Read more >
While Confident About Investing, Millennials Open to Advice
Nearly two-thirds, 64%, of Millennials, those between the ages of 25 and 36, say they are very or extremely confident making investment decisions on their own, Schwab Retirement Plan Services found in a nationwide, online survey of 500 workers. This is far higher than the 47% of Gen Xers and 39% of Baby Boomers who feel the same way. Read more >
Mercer Offers Retirement System Policy Proposals
In a point-of-view white paper, Mercer offers several specific policy recommendations to address what should be done to enable more Americans to retire with confidence. Read more >
Results From Use of Auto Portability Product Released
Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of auto portability. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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