Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 10th, 2015
Robo Advice A Rising Tide?
Industry researchers now commonly argue digital portfolio management tools and robo-adviser platforms are driving greater opportunity for traditional advice firms. Read more >
Another Challenge to the DOL Fiduciary Rule
In the wake of approval of a House bill opposing the fiduciary proposal of the Department of Labor, four Republican and Democratic lawmakers outlined a series of seven legislative principles they believe must govern retirement advice and retirement advisers. Read more >
Duty to Monitor Fiduciaries Does Not Include Duty to Inform
BP has won dismissal of several claims that it failed to monitor fiduciaries who oversaw company stock investments in its retirement plans. Read more >
SIFMA Speaks Out Against State-Run Plans
The Securities Industry and Financial Markets Association says it is committed to increasing retirement plan coverage for Americans, but it warns the creation of a state-run retirement plan for private-sector employees is not the most effective way to do so. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from BLACKROCK
How Index and Active Can Work Together in DC Plans
Find out what plan sponsors should be aware of when evaluating their investment menu line-up. Read more >
Retired Americans Need More Savings
Although the total percentage of adults surveyed by the Robert Morris University Polling Institute who say they are “very” or “somewhat” concerned about their financial security upon retirement has decreased since February, the percentage saying they are “very” concerned increased.  Read more >
Institutional Investors See Worst Quarter in Four Years
Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire Associates. Read more >
Retirement Industry People Moves
New hires at JULY, LGIMA and RAM, new research resource at Morgan Stanley, and Mercer launches DC and Financial Wellness unit. Read more >
Transamerica Unveils 401(k) Plan for Smaller Employers
Transamerica Retirement Solutions has launched a new 401(k) retirement plan that “offers large-plan features to smaller businesses and their employees.” Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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