Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 24th, 2015
Student Loans Wreck Retirement Savings
Student loans, when prioritized over retirement savings, can rob retirement investors of huge sums by age 65, a LIMRA study finds. Read more >
Bounce in Adviser Headcount First in Nine Years
Kenton Shirk, associate director at Cerulli, says many positive developments led to the headcount growth last year. “From the adviser perspective, there is a heavier focus on teaming and onboarding rookie advisers into multi-adviser practices.” But will the growth last? Read more >
Less Than Six in Ten U.S. Adults Considered Financially Literate
Survey finds around 3.5 billion adults globally, most of them in developing economies, lack an understanding of basic financial concepts. Read more >
Many Investors Focus on Wrong Performance Factors
No way around it—new research from TIAA-CREF into the way U.S. retirement savers think about their investments is downright troubling. Short-term thinking and ill-timed rebalancing are rampant. Read more >
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Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
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Edward Jones Self-Dealing ERISA Challenge Leads to $3M Settlement
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Many Retirees Spending More Than They Expected
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Pension Plan Glide Paths Need to Evolve
5
ERISA Litigators Reflect on Lessons Learned in 2018
Sponsored message from ENVISAGE
PLANADVISER interviews Christen Marsenison
Stephen Moylan, SVP for PLANADVISER, interviews Christen Marsenison, VP of Corporate Strategy and Development for Envisage Information Systems. Marsenison discusses the impact of technology and millennials on the retirement plan industry. Read more >
John Hancock Adds Mobile Enrollment
Would-be participants can now join their company’s retirement plan via the MyLifeNow application. Read more >
Asset International Announces Hiring of Nine Executives and Staff
The parent company of PLANADVISER says the appointments were made in support of an expansion plan. Read more >

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

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

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