Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 8th, 2016
Groups Say Form 5500 Proposed Updates Too Burdensome
The American Benefits Council, the Committee on Investment of Employee Benefit Assets, the Society for Human Resource Management and the ERISA Industry Committee have asked regulators to lighten up on some of the requirements that would be imposed on plan sponsors by proposed modifications to Form 5500. Read more >
Aggressive Saving Needed to Meet Retirement Health Care Costs
The average expected future retirement health care premiums for Medicare and supplemental insurance for a healthy woman retiring this year and living to 89 are projected to be $235,526. Read more >
Providers Should Shift From Sole Focus on Baby Boomers
The 35 million households of Generation X currently control more than $5.7 trillion in investable assets, yet they remain a “relatively underserved segment” of the investment advisory marketplace. Read more >
Helping Participants Get the Most out of TDFs
Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed.   Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
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 and describes a comparison tool that makes the process easier in this sponsored video interview with PLANADVISER. View video. Read more >
Generating Lifetime Income Top Concern for Participants
A new survey finds that while a majority of retirement plan participants want lifetime income solutions, many are unaware if their plans offer one. Read more >
Partnership Targets Adviser Education and Innovation
Voya and the American College of financial Services announced a new partnership aimed at directly supporting advisers and boosting client satisfaction and retention. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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