Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 19th, 2016
Contemplating Possible Futures for Robo-Advice
While there is some uncertainty about the specifics, digital advice clearly has an important role to play in the advising industry for the years and decades to come. Read more >
Populism Just One of Many Market Forces in 2017
Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. Read more >
The Second Take
How to help plan sponsors conduct an effective re-enrollment. Read more >
Federal Court Decision Again Denies Fiduciary Rule Injunction
The National Association for Fixed Annuities has failed again to win an injunction in a DOL fiduciary rule challenge that was previously defeated in a federal district court and is now pending on appeal. 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
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Congressional Democrats Continue Push on Butch Lewis Act
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. Read more >
Managing Partner Study Groups Circulate Best Practices
How firm owners grow their business—with competitors’ help. Read more >
Retirement Industry People Moves
TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more. Read more >
Equity Investment Continues Amid Market Jump
New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. Read more >
Tibble vs Edison Still Being Fought in Federal Courts
On remand from the Supreme Court, the 9th U.S. Circuit Court of Appeals once again heard “en banc” arguments in Tibble vs Edison, deciding this time that it would vacate the lower district court’s judgment in favor of the defense. Read more >

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

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

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