Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 21st, 2016
Cultivating Your Practice
Positioning a firm for strong growth is about much more than simply adding an extra adviser or two. In many cases, a better option might be growth through outsourcing or investment in new technology—particularly for the investment management component of a practice. Read more >
Competition Drives DC Plan Provider Digital Innovation
An increased focus on employee retirement readiness and financial wellness is being supported by a proliferation of responsive website design. Read more >
DC Industry Changes Will Remain Even if DOL Rule Reversed
Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule. Read more >
Commitment to DC Plans Remained Strong in 2016
Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty. 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
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Financial Wellness is Better with Family
Even though most seniors don’t want to imagine running through retirement savings and being unable to manage their money, they are likely to experience it.  Read more >
Wealthy Millennials Prefer Frequent Adviser Contact
Many more Millennial millionaires say they expect their financial adviser to initiate contact at least once a week compared with wealthy Boomers and Gen Xers, according to Spectrem Group. Read more >
ETFs Find DC Entry via TDFs
At least 17 TDF providers leverage exchange-traded funds as underlying investments.  Read more >

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

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

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