September 7, 2017
Ascension Agrees to Settle Acquired Entity's Church Plan Suit
Months after a settlement agreement was preliminarily approved in the case of Overall v. Ascension Health, the health care entity has agreed to a settlement agreement with the Wheaton Franciscan System Retirement Plan in a similar case challenging the plan’s “church plan” status under the Employee Retirement Income Security Act.
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2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.
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Roth Tax Treatment Remains a Mystery for Many
Only one-third of participants correctly identified the benefits of Roth contributions—that contributions are made after-tax, and that money grows tax-free with no taxes paid when withdrawn at retirement.
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Provider Education Resources Enter the 21st Century
While the presentation of materials varies quite a bit across the providers considered, there is more uniformity concerning the topics covered. More than two-thirds of firms offer materials on understanding and comparing defined contribution plans. 
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MOST READ ARTICLES
1
COMPLIANCE
DST Systems and Ruane Advisory Named in ERISA Suit
2
COMPLIANCE
The Right Course What Can 403b Plan Sponsors Learn from Litigation
3
PRACTICE MANAGEMENT
Cybersecurity Must Be C-Suite Concern at RIAs Brokers and Managers
4
COMPLIANCE
SEC Accuses 403b Plan Advisory Firm of Conflicts-of-Interest
SPONSORED MESSAGE FROM MetLife
Stable Value as a DC Plan Capital Preservation Vehicle From MetLife
Click to see Video.
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Fuzzy on Fiduciary Compliance
Context and presentation are crucial factors.
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U.S. Top-Ranked in Global Pension Assets
Willis Towers Watson finds North American funds showed the most noticeable annualized growth rate over the last five years.
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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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