Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 29th, 2016
ERISA VISTA: Compliance
A PLANADVISER readers asks, “I understand that if my firm and I have level compensation and don’t have any conflicts of interest in providing fiduciary investment advice to IRAs, the only compensation rule is that the amount must be reasonable. But what if my firm has conflicts of interest and I’m under the Best Interest Contract exemption? What are the rules about my compensation in that case?” Read more >
Push Into Smart Beta Has Paid Off for Institutional Investors
Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing. Read more >
2016 PLANADVISER Practice Benchmarking Survey
When asked what they think will be the most significant growth area for their practice over the next 12 months, the biggest increase was seen in fiduciary services, cited by 46% of advisers—up from 36% last year. Read more >
Retirement Advisers Can Benefit from Life Insurance Knowhow
Some 40% of investors say they are fundamentally interested in life insurance products—and many are interested in speaking with wealth advisers about how to use them properly. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Managing QDIA Fees Cited As a Top Concern
The annual PLANSPONSOR/Janus Capital Group defined contribution investment study saw a focus on managing fees for the 2016 year, marking a shift from the focus on fiduciary risks and duties that dominated plan sponsors’ worries in the past. Read more >
Evident Generational Shift in Advice Providers and Recipients
The oldest segment of respondents is likelier to say they don’t make enough money to worry about financial planning. Read more >
What's Next for Robo-Advice in the DC Space?
Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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