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 >
MOST READ ARTICLES
1
Education About Tax Treatment and Fees Could Boost 401(k) Participation
2
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
3
Inertia Remains a Plan Sponsor Problem, Too
4
How Rising Interest Rates Affect Stable Value Funds
5
Open MEPs Could Create Many Opportunities for Advisers
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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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