|
|
|
|
| ERISA VISTA: Sweeping Changes in Advice |
| Retirement plan advice has changed to respond to: plan sponsors’ desire for assistance in satisfying their fiduciary duties; the increased pressure on reducing costs; and the needs of aging Baby Boomers. Here’s our list of some of the most significant changes.
Read more > |
|
| FIDUCIARY FITNESS: IRS Restricts Salary Deferrals for NQDC Plans |
| The new proposed 457(f) regulations adopt a similar rule for that type of plan, so that the new 457 requirements will not apply in the event of such a short-term deferral.
Read more > |
|
| COMPLIANCE CONSULT: The Last 10 Years |
| The last decade has clearly seen a rise in class action lawsuits under the Employee Retirement Income Security Act, which have left widespread implications, especially for 401(k) plan sponsors. Of particular note are lawsuits focusing on the inclusion of employer stock as an investment option under a participant-directed 401(k) plan—what are now known as “stock drop” suits.
Read more > |
|
| 2016 PLANADVISER Retirement Plan Adviser Survey |
| When asked to list the five fund families they most often recommend to plan sponsors, chose Vanguard as No. 1, down from 87% last year. Active management is still largely valued, though, as the rest of the top five all have active management funds: American Funds, T. Rowe Price, J.P. Morgan and Fidelity.
Read more > |
