Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 17th, 2016
DC Specialists Embrace Custom TDFs
The number of DC specialist advisers making customized target-date fund recommendations has increased significantly in just the last year. Read more >
Traditional Advisers Can Learn From Robos
Automated services can be more user-friendly, responsive and transparent about fees. Read more >
Longevity Risk Threatens Pension Funding
The dramatic rise in life expectancy has improved human well-being but future longevity uncertainty also poses a real challenge to pension funding levels that plan sponsors will need to proactively manage, says a report by PGIM, the global investment management businesses of Prudential Financial, Inc. Read more >
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 >
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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 >
MassMutual Offers QLAC to Help Qualifed Plan Savers
Approved in 2014 by the Internal Revenue Service (IRS), new rules allow owners of qualified plan assets to delay receiving distributions from the assets in a QLAC up until a maximum age of 85. Read more >
Capital One Eliminates Commission-Based IRAs
As the implementation date for the Department of Labor (DOL)’s Conflict of Interest rule approaches, Capital One Investing will be moving away from commission-based products within its retirement-account services. Read more >
RiXtrema Releases Fee Compliance Tool Ahead of DOL Fiduciary Rule
The RiXtrema database will allow advisers to benchmark fee structures against others based on several factors, including account size, geography and services offered, to prove they’re working in clients’ best interests. Read more >
Ascensus College Savings Revamps 529 Participant Website
The new online resource is devoted to educating families on the importance of saving for college and the potential benefits of saving through a 529 plan account. Read more >
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