Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 3rd, 2015
Congressional Subcommittee Airs Views on DOL Fiduciary Rule
At a House Subcommittee on Health, Employment, Labor and Pensions hearing, discontent with the way the Department of Labor is handling its fiduciary proposal still simmers. Read more >
Talking Industry Trends With SunTrust Solutions Director
Mark Jones worked for some 30 years in the 401(k) industry before retiring from Invesco; now he’s back in the business, helping run employee benefit solutions sales for SunTrust Bank. Read more >
The Right Protection
All plan sponsors must ensure the plan’s fiduciaries are bonded, but most plan advisers do not need to be unless they are fiduciary investment managers with discretion over the plan’s funds. What are the best ways to protect your business, and your clients, from wrongdoing or critical errors?  Read more >
Pre-Retiree Expectations Do Not Match Retiree Experience
Plans to retire later may not pan out, and workers may not realize what competing financial priorities they will have in retirement. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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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 >
Institutional Assets Posted Healthy Gains Last Year
New research from global analytics firm Cerulli Associates finds growth in 2014 for institutional assets was down from 2013, but still relatively strong. Read more >
Workers Would Like Better Matches, More Investment Choices
New research from MassMutual finds a large number of American workers age 18 or older would sacrifice things such as better pay or vacation time for a more generous 401(k) match. Read more >
DIVERSIONS: In Public, and On the Phone
People use their cellphones to look things up, pass the time, check info on their whereabouts … and, yes, even make phone calls.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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