Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 15th, 2020

Three Who Lead the Way

Over the past decade and a half, we have recognized many exemplary individuals and advisory teams with our PLANSPONSOR Retirement Plan Adviser of the Year awards. In each issue this year, we have talked with several past winners to gather their opinions about various practice and industry topics. Read more >
Reliance Trust, Insperity Reach Deal on 401(k) Excessive Fee, Self-Dealing Suit
A settlement agreement has been reached in a lawsuit alleging that Reliance Trust Co., Insperity, Insperity Holdings and Insperity Retirement Services breached their fiduciary duties and committed prohibited transactions under the Employee Retirement Income Security Act relating to the management, operation and administration of the Insperity 401(k) plan. Read more >
Advisers Counter Effects of COVID-19 With Technology
Twenty-one percent of advisers and financial professionals say adding technology is the most important thing they can do to improve the profitability of their practice over the next 12 months. Read more >
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate at EBRI. Read more >