Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 10th, 2016
New Shade of Doubt Cast on DOL Fiduciary Rule Implementation
One early commentator tells PLANADVISER he expects the new DOL fiduciary rule will still be implemented, yet there is undoubtedly a new atmosphere of uncertainty with the presidential election result.  Read more >
Digital Advice Delivery Has Both Perks and Limitations
“It is essential for traditional financial advice providers to view digital advice delivery not as a force that will displace them, but instead as a way to deliver deeper levels of advice to a wider client base.” Read more >
Advisers Fret a Lower-Return Future
For active managers, the push toward index-linked investing is troubling. Research shows that index-linked and multi-asset-class investment strategies attracted more than 90% of net new money invested worldwide last year. Read more >
Partnering on Advice
Americans are not just worried about saving for retirement; they face many financial decisions—such as those involved in paying bills, buying a home and saving for children’s college education, to name just a few. Read more >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from SSGA
Investment Quarterly: The New Active
The combination of big data and artificial intelligence is transforming how active managers identify new factor signals to build better alpha models. Read more >
IRS Restricts Salary Deferrals for NQDC Plans
Under the proposed regulation, initial deferrals of current salary must meet conditions similar to those required with respect to NQDCs under Section 409A of the Internal Revenue Code.  Read more >
ERISApedia Launches Program to Help Advisers Boost Web Presence
Professional Website Services by ERISApedia is designed to support financial advisers that work in the qualified plan space by helping them create or enhance their Web presence with fresh content and a fresh look. Read more >
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