September 8, 2017
ERISA Lawsuit Against Deutsche Bank Gains Class Certification
The text of the decision to grant class certification, while only representing an interim step in this ERISA challenge, offers important insight into what it takes to prove commonality, typicality and numerosity.
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Many Women Say They Cannot Afford to Save for Retirement
Forty-four percent of middle-income women say this, compared to 14% of men.
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Americans Undermine Cost of Living In Retirement
A significant number of workers underestimates what they are likely to pay for health care in retirement and many are unaware of Social Security basics, a new survey finds.
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IDL Investing Concept Makes Certain DB Plans More Desirable
For two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors, and at the same time, provides more meaningful benefits to participants, John Lowell, with October Three, contends.
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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 American Century
Dynamic Risk Management
Balancing Target-Date Risks for Changing Market Environments
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DB Plan Sponsors Foresee More Robust PRT Activity
Fifteen percent say recommendations from their consultant or independent fiduciary is an important consideration when selecting an annuity provider.
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Investment Products and Serivce Launches
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
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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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