Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 25th, 2015
Loans Often Necessary But Seldom Beneficial
An analysis from Fidelity explores the many long-term pitfalls and few short-term benefits of taking a loan from a DC retirement account. Read more >
Firms Partner with Colleges to Recruit Young Advisers
Financial services firms are increasingly partnering with colleges and universities to develop financial planning curriculum in order to attract new graduates to the profession. We take a look at new approaches to recruiting for Merrill Lynch and Edward Jones, among others. Read more >
Institutional Investors Increasingly Consider ESG Factors
The percentage of corporate defined contribution plans that are incorporating ESG is significantly larger than the percentage of corporate defined benefit plans that are doing so. Read more >
DC Provider Mobile Capabilities Increasing
Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
HSA Knowledge Gap Offers Clear Adviser Service Role
Advisers Moving to a Client-Centric Model
Sponsored message from FRANKLIN TEMPLETON
PLANADVISER interviews James Macey
Stephen Moylan, SVP for PLANADVISER, interviews James Macey, Senior VP, Portfolio Manager for Franklin Templeton Solutions. Macey discusses trends that could impact plan advisers and the defined contribution industry in the coming years. Read more >
The New Fiduciary Rule and Annuities
The Obama Administration views how people draw down their retirement savings to be just as important as encouraging them to save in the first place. Read more >
Schwab Exec Discusses Future Initiatives
Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016. Read more >
Investors Remain Committed to Saving
In the first half of the year, only 1.8% stopped contributing to their DC plans, compared with 2.1% in the first half of 2014, according to ICI research. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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