Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 19th, 2015
Road Ahead for Auto-IRAs and Open MEPs
ERISA attorney David Levine offers a few thoughts about the potential road ahead for auto-IRAs and state-run open MEPs for the private sector.  Read more >
Which Clients Are Suited for Roth Conversions?
For some clients there are major potential benefits in converting pre-tax retirement plan accounts to a Roth account. For others it’s a pretty bad idea and can lead to large unexpected tax bills and other challenges. Read more >
What Matters Most When Picking Funds
Advisers’ criteria for selecting mutual funds for retirement plan investment menus have remained remarkably stable in recent years. Read more >
Coalition Tells Congress to Stop Trying to Thwart DOL Rule
Staunchly supporting the DOL’s fiduciary proposal, the Financial Planning Coalition calls out recent legislative stall tactics. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
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Dimensional’s Next Generation Default Solution
Dimensional Fund Advisors has launched a new series of Target Date Retirement Income Funds. To gain access to a video to learn more about the risks that can affect retirement income and how Dimensional’s Target Date Retirement Income Funds are designed to manage those risks as retirement approaches. Read more >
What’s Happening in Global Retirement?
European countries have a range of approaches to retirement similar to those in the U.S., and they are facing some of the same problems of increasing individual responsibility and decreasing state funds. How are they coping? Read more >
Advising Wealthy Individuals and Plan Clients
At some point, a retirement plan advisory firm may want to market advice services to wealthy individuals. In delivering such services, investment of individual retirement account assets or rollovers from a retirement plan to an IRA will inevitably become part of the conversation—as will fiduciary concerns.  Read more >
Advisers Boost Retirement Planning Efforts
Those who work with an adviser have determined what their Social Security benefit will be at different ages more so than those who do not work with an adviser, LIMRA finds.  Read more >
DIVERSIONS: What Can You Expect for a Salary Bump Next Year?
Your salary increase isn’t likely to be that big, unless you live in Washington, D.C. Exceptional performance still counts, though, and the highest performers can expect more than the average projected for 2016. Read more >

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

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

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