Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 11th, 2015
Why Plan Sponsors Search for New Advisers
Creating the first draft of a request for proposals was voted the most difficult task in the RFP process by institutional investors who recently issued investment consultant RFPs, according to data from InHub. Read more >
Lifetime Income Providers Tout Ongoing Innovation
IRI finds product providers delivered a variety of new lifetime income approaches during 2015, with strongest development in the categories of investment-oriented variable annuities, fixed indexed annuities, and deferred income annuities that meet qualifying longevity annuity contract criteria. Read more >
DB Investing Strategies to Consider in 2016
Pension plan sponsors must consider asset return assumptions heading into 2016, experts say, as a rising interest rate environment can be a drag on absolute returns.  Read more >
Singles and Couples Face Distinct Planning Hurdles
Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their married counterparts. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Education on Lifetime Income Needed in Not-for-Profit Sector
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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 >
Millennials Optimistic, But Leery About Money Decisions
Still feeling the effects of the financial crisis, Millennial investors are leery about financial decisions, such as investing in stocks and saving for retirement. Read more >
403(b) Plan Sponsors Could Use Help with Fiduciary Duties
Of non-profit organizations that sponsor 403(b) retirement plans, a strong majority are reviewing and evaluating the investment options in their plans themselves, according to the latest 403(b) Snapshot Survey from the Plan Sponsor Council of America and the Principal Financial Group. Read more >
Investors Brace for a Bumpy Ride
Market bumps make it even more important that investors have a strong financial plan to keep them on track with goals and risk tolerance, says Zar Toolan, director of advice quality for Wells Fargo Advisers. Read more >
Investment Product and Service Launches For the Week
Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment trust series; and more.  Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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