PLANSPONSOR Weekend Newsdash
Week ending December 4th, 2015
Happy Friday, PLANSPONSOR Readers! Managed accounts were a hot topic this week; we’ve got all the coverage here. And, we’ve rounded up other top stories in this edition of PLANSPONSOR Weekend.
Editor's choice
Industry Voices
The Next Evolution of 401(k) Plans
Advances in technology now enable employers to provide a retirement savings road map for each participant by leveraging managed accounts as the qualified default investment alternative (QDIA) with the help of their plan adviser. Steve Anderson, president, Schwab Retirement Plan Services, discusses the next evolution of 401(k) plans.Read more >
Data and Research
Retirees Share Realities with Younger Generations
Workers should save more, earlier to prepare for retiring sooner than planned and to meet the competing financial priorities in retirement.Read more >
An Alternative When Financial Wellness Isn’t in the Budget
Financial Finesse is targeting smaller employers with a service to help them create a low-cost financial wellness program.Read more >
Making the Best Auto Enrollment Decisions
There are several factors to consider when deciding whether and how to implement automatic enrollment before making it a done deal.Read more >
Data and Research
Managed Accounts May Suit Some Participants
While target-date funds may hold the most contributions, they can still co-exist with managed accounts.Read more >
Share the good news with a friend! Pass the Dash along – and tell your friends/associates they can sign up for their own copy.Read more >
New Financial Audit Rule Increases Requirements for Plan Sponsors
Plan sponsors will be required to provide much more data, as well as certifications about plan administration and governance, and limited-scope audits will no longer be so limited.
2021 Recordkeeping Survey
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?
DOL Proposes New Rule on ESG Investing in Retirement Plans

The agency says the proposal seeks to emphasize that climate change and other ESG factors can be financially material and that considering these elements can lead to better long-term risk-adjusted returns.

New Complaint Targets TIAA’s Managed Account Rollovers

Earlier this year, the firm settled similar charges from the SEC and the New York attorney general accusing it of making inaccurate and misleading statements to rollover clients.

Editorial: Alison Cooke Mintzer


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