Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 20th, 2015
More SEC Rules on Alternatives Transparency Are Coming
Retirement specialist financial advisers in the defined contribution marketplace and investment consultants for defined benefit plans have in recent years viewed alternative investments with curiosity—motivated by a variety of interests but often to hedge against significant 2008-style losses or to boost portfolio yields in a difficult interest-rate environment. Read more >
Retirement Spending Averages Hide A Lot
EBRI research shows households do, on average, spend less once they reach retirement, “but not all households, and not in the same ways.” Read more >
Pension Buy-Out Market Still Red Hot
The third quarter of 2015 was the first time $3 billion in pension buy-out sales were recorded in consecutive quarters. Read more >
IRS to Give Employee Plans Examinations Update
The agency will share examination program priorities for the new year, among other things, in an upcoming webcast.  Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
A Reminder to Avoid Fraudulent Hardship Withdrawals
Millennials' Savings Compete With Vacations and Dinners
Every generation has its reasons not to save for retirement. For Millennials, more than any other, an unwillingness to sacrifice things they believe add to their present quality of life—and crushing student debt—top the list. Read more >
Investment Product and Service Launches for the Week
Nationwide beefs up investment solution builder program; Acuitas establishes new long/short equity option designed for retirement plans; LGIMA touts new liability-based funds for small and mid-sized pensions. Read more >
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