Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 7th, 2016
Senator Asks That Implementation of Fiduciary Rule Be Ceased
The Senator suggests that the new administration and Congress will likely unwind the rule, so the Labor Department should not impose unnecessary costs on advisers. Read more >
Advisers and Clients Slow Innovation to Prevent Litigation
The defined contribution retirement plan market saw an unprecedented number of lawsuits brought against plan sponsors and their providers in 2016, according to Cerulli Associates. Read more >
Will HSAs Become the 401(k)s for Health Care Savings?
HSAs are gaining more acceptance as concerns about health care costs in retirement increase, and interestingly, they seem to be following a similar path as 401(k) plan growth. Read more >
Partnering on Holistic Advice
Retirement plan advisers may consider teaming up with other professionals to offer complete, holistic advice about HSAs, 529 college savings plans, saving for a mortgage, developing a sound budget, paying down debt, caring for an elderly parent, estate planning and other topics. 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 Prudential
Guaranteed Lifetime Income and the Importance of Plan Design
Learn how guaranteed lifetime income options help positively impact enrollment and diversification. Read more >
More Than Half of Americans Worry About Finances
Only 37% are confident they are on the right retirement savings track. Read more >
Middle-Income Workers' Financial Plans Fall Short
People who have a financial plan reported saving a median of 10% of their salaries toward retirement. Those without a plan saved a median of 6% of their salaries toward retirement. Read more >
Client Visions of Retirement Include Fears and Hopes
World travel is a classic goal cited among many workers envisioning their retirement, yet few of today’s retirees say they can afford such luxuries. Read more >
Interest Shown in Funding Emergency Savings Before Retirement
The majority of both DC plan participants and sponsors are interested in a proposal to fund emergency savings for participants before putting savings into the DC plan. Read more >
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