Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 30th, 2016
Annuities Industry Fiduciary Challenge Dwelt Blow In Federal Court
A U.S. District Court has handed down a DOL-friendly ruling in one piece of anti-fiduciary rule litigation that is seeking more leniency for fixed-index annuity providers. Read more >
Advisers Weigh in on Trump Victory
A new survey found that most independent financial advisers expect a strong economy for 2017 under President-elect Donald Trump, and a majority want him to repeal the DOL fiduciary rule. Read more >
Financial Advisers Can Build On Strong Base of Trust
Affluent investors place more trust in their financial advisers than they do in their lawyers and accountants, according to a new study by the Spectrem Group. Read more >
Investors Seek Cost Cuts Amid Return Challenges
“Across the U.S. institutional landscape, investors are feeling the impact of weak investment returns and the prolonged low-interest-rate environment,” Cerulli reports. “As the pressure to meet assumed return targets continues for all types of institutional asset owners, many investors have been forced to look at different options in an attempt to reach their desired objectives.” Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
Sponsored message from American Funds
How can sponsors select the best target date series for their plan?
American Funds’ John Doyle shares some evaluation tips including a comparison tool that makes the process easier in this sponsored video interview with PLANADVISER. View video. Read more >
Finding Investment Managers With the Best Culture for Performance
New research suggests that an investment manager organization with a culture of purpose and passion has better long-term outcomes than those that don’t. Read more >
Retirement Is Americans’ No. 1 Financial Priority
But people give themselves a “C” when it comes to actually being prepared to retire. Read more >
Investment Action Considerations for DB Plan Sponsors
Advisers can use suggestions from Willis Towers Watson to engage DB clients in thinking about investment actions in 2017. Read more >
Trust Builders Rolls Out New Retirement Readiness Software
The new platform is designed to build interactive reports for advisers to provide to plan sponsors and participants. Read more >
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