Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 16th, 2017
GOP Backs Away From Limits on Deferred Compensation
Among other amendments that have already emerged in both the House and the Senate tax proposals, it seems nonqualified deferred compensation plans will more or less be left alone. Read more >
Retirement Plan Participants Have Poor Familiarity with Investment Fees
Even among participants who said they were very familiar with their plan’s fees, 33% hadn’t read any fee disclosures in the past year, according to research from The Pew Charitable Trusts. Read more >
Regular Bills and Health Emergencies Derail Savings
Among all investors, mounting health care expenses and bills and a lack of retirement savings are the two biggest contributors of financial anxiousness. For Millennials, student loan debt, credit cards and health care expenses all measured equally as causes for “extreme” amounts of financial stress. Read more >
Live Event: Capital Preservation Reconsideration
In this December 7 webcast, experts from MetLife will share findings from the latest MetLife 2017 Stable Value Study; discuss the importance of plan adviser recommendations regarding the evaluation of capital preservation options post-money market fund reform; and highlight future trends for stable value.  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
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Target-Date Funds See Net Outflows From Retirement Accounts in October
At the end of October, 67.9% of balances were invested in equities, up from 67.6% at the end of September, and 67.2% of new contributions were invested in equities, up slightly from 67% in September. Target-date funds held the largest percentage of total balances in October (27%) and received the largest percentage of contributions (46%). Read more >
Duty to Monitor at Heart of Fiduciary Solution from Cornerstone
The new fiduciary support solution aids retirement specialist advisers and their clients in meeting the strenuous requirements of ERISA and other investing and benefits laws—without getting in the way of the existing adviser-client relationship. Read more >
Average Age of Advisers Ticks Down
Vanessa Oligino, director of business performance solutions at the company, suggests that the big challenge for firms interested in recruiting a new generation of advisers is to “communicate the benefits they can offer, promote the growth prospects of a financial planning career and structure an organization that can help these new advisers develop and contribute to long-term growth.” Read more >

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

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

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