Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 23rd, 2015
2015 PLANADVISER Practice Benchmarking Survey
For retirement plan advisers to remain competitive, it is important that they gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey, our ninth, gives invaluable insight into your industry competitors. Read more >
The Retirement Planning Uncertainty Principle
So contrary are the results to recent provider-sponsored and independent reporting that EBRI suggests the CPS results “raise doubts about the use of CPS data to assess current and future retirement plan coverage policies.” Read more >
Would Providing SARs Really Help Participants?
OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry professionals. Read more >
10 Things You Might Have Missed from PANC 2015
What’s the best way to expand? A quick poll of panel attendees found 71% depend on referrals from strategic partners or other professionals to grow their businesses, 20% rely on referrals from clients, and 10% use cold calling. 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
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Large Plans Still Leading the Plan Design Charge
An extensive new report from BrightScope and the Investment Company Institute finds 401(k) plans have significantly evolved towards “packages of features and choice” tailored to individuals, especially in the large-plan market. Read more >
Adviser Vantage Points for 2016
What stories will define 2016? Who can say? What we can do is look closely at another year gone by and try to learn from it. Read more >

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

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

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