Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 16th, 2016
K-12 403(b) Model Needs a Mix of Old and New
K-12 403(b) plan participants have long enjoyed the personal touch of meeting with advisers one-on-one, but plan sponsors could use a nudge in using lower-cost investment options. Read more >
Institutional Investors Embrace ESG Factors in Decisionmaking
Incorporation of ESG factors in investment decisionmaking doubled for corporate plans since last year. Read more >
DOL, IRS Plan Audits Becoming More Frequent and Thorny
There are a wide variety of mistakes plan fiduciaries can make; getting it all right is an ongoing team effort. Read more >
RIA Industry Sees Stalling Organic Growth
Data provided by Fidelity shows organic growth among RIA firms dropped again in 2015; yet there is reluctance to take on major change in terms of pricing and value proposition. 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
Investment Products and Service Launches
Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs. Read more >
Providers Recognizing Need for Better Retirement Communications
Retirement plan provider firms have made signification additions or improvements to their retirement readiness tools, and recent digital innovations include responsive design. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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