April 13, 2017
Non-Retired Americans Anxious About Retirement Planning
A survey found that only 46% of non-retired Americans are confident they will reach their retirement goals, compared with 49% who are not confident (29% not sure, 20% don’t think they ever will). Only 5% of non-retired Americans report they have already reached their retirement goals.
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Freezing DB Plans
There are several reasons a plan sponsor may freeze its defined benefit plan, and there are several decisions the adviser should help his client work through when it is about to do so, as well as show the sponsor how it should manage the plan afterward.
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The 2017 PLANSPONSOR Retirement Plan Advisers of the Year
Get to know advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement.
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DC Plan Investors Can Learn From Endowment Portfolios
Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.
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MOST READ ARTICLES
1
DEALS AND PEOPLE
Retirement Industry People Moves June 19 to June 23
2
COMPLIANCE
Voya Wins Dismissal of Suit Over Advice Service Agreement
3
COMPLIANCE
Fiduciary Compliance Remains a Squishy Concept
4
COMPLIANCE
Putnam Wins Suit Over Proprietary Funds in 401k
Employees Have Yet to Embrace HSAs
With the right support, employees are more likely to both choose and report satisfaction with HSA-linked health coverage.
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DOL's Final Rule on Disability Benefits
Although rarely a high-profile item, there is no question that long-term disability cases are the most frequently litigated Employee Retirement Income Security Act claims.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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