Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 30th, 2015
PLANSPONSOR Defined Contribution Survey
The 2015 Defined Contribution Survey from PLANSPONSOR measures and evaluates satisfaction levels with 401(k) and other DC providers, according to feedback from their plan sponsor clients across 23 distinct areas of participant and sponsor services. How did your preferred service provider partners do? Read more >
Are Robo-Advisers Really Anything New?
“Computerized advice has been around for a long time,” says attorney Thomas Roberts, a principal at Groom Law Group in Washington, D.C. “There are lots of examples where defined contribution plan sponsors have sought to facilitate the delivery of computerized models to participants.” Read more >
The Right Protection
What if a plan fiduciary steals from the retirement plan? What if someone makes an unwise investment choice and an unhappy participant sues the plan? Read more >
Simplified, Streamlined
Expansive and complicated defined contribution plan investment menus are falling out of favor about as fast as any other practice in the industry. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
RIA Aggregators Aim for Small-Plan Market Expansion
10th Circuit Affirms Great-West Fee Suit Dismissal
T. Rowe Price CEO Change Reflects Financial Industry Trends
Scrutinizing TDFs and Considering Balanced Funds
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Dimensional Releases Video On Income Strategies
Dimensional Fund Advisors releases video 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 >
Voya Financial Adds Large Market Relationship Manager
In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the large corporate market. Read more >
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