Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 16th, 2015
Final Market Rate of Return Rules Adopted for Hybrid Plans
The Internal Revenue Service is implementing new market rate of return rules for hybrid pension plans. Read more >
Millennials Aren’t Scared of Investing
Two-thirds of mutual fund-owning households that purchased their first mutual fund in 2010 or later purchased that fund through an employer-sponsored retirement plan, ICI says, compared with 57% of those that made their first purchase before 1990. Read more >
RIAs Primed for Growth in 2016
Schwab Advisor Services finds a majority of independent registered investment advisers are projecting healthy growth in the year ahead, including a significant portion planning for 20%+ growth next year.  Read more >
Retirement Realities Drive Social Security Decisions for Women
Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit. Perhaps most important, investors say they’re willing to find a new adviser if the old one can’t give guidance on Social Security claiming strategies. Read more >
Many Retirees Spending More Than They Expected
Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits
First Deadline Looming for SEC Electronic Disclosure Compliance
Bristol-Myers Squibb to Terminate $3.8 Billion Pension
2019 Planning for DC Plan Clients
October Rebound in Equity Fund Flows
Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October. In a welcome respite, markets battled daily volatility for impressive monthly gains. Read more >
Pensionmark Highlights New Adviser Deliverables
Pensionmark debuted a variety of new and enhanced adviser deliverables aimed at improving and streamlining various business, investment and client service processes. Read more >
Retirement Industry People Moves
TD Ameritrade’s CEO to retire; a strategic alliance for PEI and Proteus; new hires at Hartford Funds, Delaware Investments and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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