Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 9th, 2015
Financial Engines to Acquire Brick-and-Mortar Advisory
Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional advisory chain, The Mutual Fund Store, might finally change your mind. Read more >
Does the Intel Retirement Plans Case Have Merit?
PLANADVISER reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case. Read more >
A Rocky Market, Advice and a Surprising Outcome
Plummeting stock prices often mean it’s time to hit the panic button and sell. So why did so many Fidelity investors stay the course? Read more >
Methods of Messaging
While participants may be on the right track if they stick with an automated plan, it turns out engagement and education are still quite popular discussion topics among plan sponsors, advisers and providers. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from Dimensional Fund Advisors
Dimensional’s Income Strategy
Dimensional Fund Advisors has launched a new series of Target Date Retirement Income Funds. The series of funds is designed to manage the market, interest rate, and inflation risks leading up to and throughout retirement. Read more >
The 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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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