Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 13th, 2016
Broker/Dealer Evolution Ahead of Fiduciary Rule
Broker/dealers with less than $10 billion in assets account for a significant majority of overall industry volume but less than 10% of adviser-managed assets, according to data shared by Cerulli Associates Read more >
DOL Secures Settlement Over Improper Asset Liquidation
Per an investigation conducted by the Employee Benefits Security Administration, a plan sponsor in Chicago improperly transferred funds to pay for operating expense, violating the Employee Retirement Income Security Act. Read more >
Many Strategies Can Encourage Young Employees to Save
A variety of personal life factors might make it hard for some workers to save for retirement, but employers can utilize several promising tactics to drive up savings rates. Read more >
DC Industry Snapshot Reveals Uneven Plan Distribution
Some types of employers simply aren’t interested in DC retirement plans, while others have fully embraced them. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
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 >
Just One in Five Participants Reviewed Accounts in 2016
In the last year more than twice as many people reviewed or made adjustments to their phone, cable and/or internet service or social media account profiles than they did with their retirement plans.  Read more >
2016 PLANADVISER Retirement Plan Adviser Survey
When evaluating recordkeepers, advisers once again prioritize value for price—at 42%, the first of the 14 top criteria they consider, followed by fee structure for plan (29%) and investment options available (12%). After that, the percentage of advisers that valued the items is less than 10% for each. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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