Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 7th, 2015
Retirement Planning for Couples with Big Age Differences
Even if couples are just two or three years apart in age, when the older spouse retires, they have to think about how to replace lost income and bridge any benefit gaps. Other couples face the special challenge of planning for two retirement dates that may be decades apart. Read more >
Global Thinking Can Help U.S. Retirement System in 2016
Hundreds of thousands of frequent flyer miles and dozens of client meetings across several continents will give a DC industry pro some interesting perspective on cross-border financial planning trends. Read more >
Supporting Young Advisers Pays Off
“Seventy-eight percent of young advisers rated technology tools as important support, yet more than half of these advisers said they are not receiving enough support in this area,” LIMRA observes. Read more >
Studying New Advice Delivery Systems
While digital advice vehicles are only now making inroads into the retirement market, the presence of robo-advisers has grown rapidly in retail. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Excessive Fee Suit Filed Against Greystar Management
Advising in the Year 2025
A new SEI survey asks advisers to predict what their day to day work will look like in another decade. Read more >
Plan Participants Puzzle Over Investing
As retirement confidence among workers remains chronically low and few participants see a comfortable retirement as a reality, targeted investor education and communications are more critical than ever. Read more >
Retirement Industry People Moves
This week: Amundi Smith Breeden’s new hire, and TPA United Retirement Plan Consultants partners with a data and tech recordkeeping provider. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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