Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 13th, 2015
Gen Xers Skeptical About Social Security Stability
It’s a recipe for trouble, says RBC Wealth Management; while a majority of Americans say they will need to rely on Social Security benefits in retirement, most are not hopeful those benefits will be there. Worse, few are taking action today to cover the potential gap.  Read more >
What Do the Social Security Changes Mean?
Experts tell PLANADVISER a client’s date of birth is critical for understanding how they will be affected by recently revealed changes in Social Security claiming strategies.  Read more >
Data Points: Retirement Plan Balances by Industry
Law firms and utilities have the highest average account balances, while other industries struggle with lower savings rates and turnover challenges. Read more >
Insurers Are Prepping for Interest Rate Changes, Are You?
According to Alexi Maravel, associate director at Cerulli, the way a particular insurance company is reacting to a likely interest rate hike depends on its business line. Life insurance companies, for example, are making investment adjustments to their surplus assets, while, on the other end of the spectrum, health insurers are raising liquidity. Read more >
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
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DC Participants Continued Move to Fixed Income in October
October was a slow month for trades in defined contribution (DC) plans as participants transferred an average of 0.018% of total balances per day—the lowest monthly trading level since June 2014, according to Aon Hewitt.  Read more >
WMSI Enhances Cambridge Retirement Platform
Wealth Management Systems Inc. adds its capabilities to the Cambridge Investment Research retirement platform. Read more >
Investment Product and Service Launches for the Week
BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change. Read more >

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

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

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