PLANSPONSOR Weekend Newsdash
Week ending December 2nd, 2016
Hello PLANSPONSOR readers and happy Friday! For this weekend’s mailing, we decided to reflect on some of the most informative research reports and studies published recently by retirement industry providers. First, a recent GAO study found that some 401(k) features are actually hindering participation. An SEI report offers plan sponsor committees advice on where to seek help when choosing investments. The Center for Applied Research explores how the concept of “Chi” in an investment manager can enhance the performance of plan sponsors and advisers. A consultant from Swats & McAllister provides tips on making SPDs more understandable for participants. And finally, Prudential Investments offers insight on the complexities of investments that are holding back Americans, who consider retirement the No. 1 financial goal.
Editor's choice
Data & Research
Certain 401(k) Plan Design Features Hinder Retirement Outcomes
The GAO suggests regulators re-evaluate eligibility age requirements, vesting policies and whether to allow plan sponsors to require employment on the last day of the year to receive company match.Read more >
Administration
DC Retirement Plan Committees Face Tough Choices
Many committees do not have the expertise to select investments and should use outside help, SEI says.Read more >
Investing
The Missing Link to the Best Performance of Investment Managers
The culture of an investment manager organization can have a strong impact on putting plan sponsor and adviser interests first, research suggests.Read more >
Compliance
The Do’s and Don’ts for Simplifying SPDs
Loaded with information about when employees may begin participating in plans, benefits involved, vesting and so on, the language utilized in summary plan descriptions (SPDs) is critical.Read more >
Data & Research
Investing Confusion Lowering Retirement Confidence
Though retirement is Americans’ No. 1 priority, a survey found 66% think investing is complex and confusing.Read more >
MOST POPULAR STORIES
2021 Target-Date Fund Survey
The DOL Has Begun Retirement Plan Cybersecurity Audits

Attorneys say the requests plan fiduciaries have received ask for a broad amount of information and documentation, and they urge fiduciaries to act on the DOL’s recent guidance.

Rush of Litigation Against Retirement Plans Expected to Continue
One insurer says the more than $1 billion in settlements thus far could make fiduciary insurance a thing of the past.
2020 Recordkeeping Survey
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?

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

Advertising: advertise@strategic-i.com

Subscribe to NewsDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund