Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 22nd, 2015
Was 2015 the Year of the Fiduciary?
Looking back over a year of compliance coverage on, few topics match the volume of reporting filed on the Department of Labor’s fiduciary rulemaking effort. Read more >
Suit Says Fidelity Mismanaged Stable Value Fund
Fidelity was only trustee to the 401(k) plans in question, but a lawsuit says it failed to monitor its affiliate in the day-to-day management of the funds. Read more >
Cerulli Questions Common ‘Fiduciary Rollover’ Narrative
Cerulli Associates does not anticipate a slowdown in adviser-mediated rollover activity in the foreseeable future—whether or not a strengthened fiduciary rule is approved by the DOL. Read more >
The Downside
We’ve all heard it before, at the end of commercials for various investments: “past performance is not indicative of future results.” And it’s true—a study released last year from S&P Dow Jones Indices found that it was difficult for actively managed mutual funds to stay in the top quartile over a long period of time. 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
Sponsored message from T. ROWE PRICE
Next Generation Thinking: A fresh look at the millennial generation.
The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more >
Boomers Balance Retirement, Parenthood and Wealth Transfer
Whether they are parents are not, with or without a legacy, Baby Boomers nearing retirement have specific concerns that call for an adviser’s help. Read more >
Retirement Plan Providers Offering More Mobile Transactions
Thirteen of the 19 firms covered by the Corporate Insight Retirement Plan Monitor provide at least one transaction on a phone application, tablet app or optimized mobile website. Read more >
NextCapital Gains New Industry Funding
Software developer NextCapital Group finds new support from retirement plan providers hoping to stay on the cutting edge of digital managed account and automated portfolio management. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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