Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 11th, 2016
JP Morgan Chase Latest to Cut Commission-Based Retirement Accounts
Reuters broke the news that JP Morgan Chase and Co. will stop offering commission-based retirement accounts prior to the DOL fiduciary rule implementation. Read more >
Robo-Advisers as Fiduciaries Present Challenges and Opportunities
As Baby Boomers push closer to retirement, they are facing a drastically different investing world than the one they grew up in—gaining access to radically different approaches to products and services. Read more >
Best of 2016 PLANSPONSOR National Conference
PLANSPONSOR is taking its popular PLANSPONSOR National Conference (PSNC) on the road to bring plan sponsors and retirement plan advisers in three major locations a sampling of the in-depth and insightful information provided at our national conference in June. In a half-day format, you’ll be offered sessions on Implications of the Fiduciary Rule, Rethinking the Investment Menu, and more. The event in San Francisco takes place November 29, the one in Chicago on November 30 and the one in New York on December 1. Read more >
Helping Boomers With Retirement Fears
Today’s pre-retirees face pressing needs, including for health care. Read more >
TOP 100 Retirement Plan Advisers
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
What Is a DOL Adviser Investigation Like?
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit
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 >
Resource Center Helps With Plan Sponsors' Safe Harbor 401(k) Decisions
ForUsAll’s Safe Harbor 401(k) Resource Center includes a “Safe Harbor 101” handbook and a Safe Harbor Cost Calculator, among other things. Read more >
License to InHub Allows PlanPILOT to Offer Digital RFPs
The new technology access will allow PlanPILOT to perform more requests for proposals (RFPs) and reduce the time commitment for all involved, including candidates. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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