Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 16th, 2016
SEC Chair Will Step Down Ahead of Trump Appointments
Mary Jo White, who became the 31st Chair of the SEC in April 2013, will be one of the SEC’s longest serving Chairs. Read more >
Retirement Policy Proposals Already in Place for Trump Administration
While it is hard to predict what is coming, there is no shortage of retirement policy proposals for the next administration to consider.  Read more >
Doll Outlines 10 Investment Themes Following Trump Win
Bob Doll says the GOP sweep is poised to help corporations and boost the economy—but those worried about social equity and climate change risks are concerned.  Read more >
Morality and Pragmatism Can Clash for ESG Investors
There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real people. Read more >
Second Suit Targets Edward Jones Over Self-Dealing Claims
Edward Jones is being accused by another set of plaintiffs of favoring the investments of its “preferred partners” in its 401(k) plan, enriching the firm at the expense of performance. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Average Worker Will Pay More Than $150K in 401(k) Fees
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Event Information: Strengthen Your Practice With Financial Wellness
Financial wellness has gone from buzzword to essential business element for employers and the retirement plan advisers who work with them. Join ADP Retirement Services and T. Rowe Price for the Strengthen Your Practice With Financial Wellness webcast and learn how financial wellness can help differentiate your business. Read more >
Manning & Napier Introduces Campaign in Response to Fiduciary Rule
“Evolutionary Fiduciary” will provide additional fiduciary resources, FAQs and forms for visitors to submit questions before the April 2017 deadline. Read more >
Investors Preferred Passive Funds in October
Actively managed funds experienced aggregate net redemptions of $26.2 billion in October, data from Strategic Insight shows. Read more >
Investors Increasingly Taking Up Impact Investments
Forty-four percent of financial advisers say they would be willing to accept lower returns in order to achieve a positive social impact. Read more >
Millennial Men and Women Have Different Retirement Outlooks
Women are more worried about their finances and willing to work with advisers. Read more >

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

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

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