Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 2nd, 2020
NAIC Committee Advances Annuity Transaction Suitability Rules
Notably, the proposed revisions to the Suitability in Annuity Transactions Model Regulation would provide a safe harbor for firms and producers that comply with the SEC’s Regulation Best Interest. Read more >
Advisory Practices Can Be Good Candidates for ESOPs
While some business sectors with relatively high employee turnover may not make great ESOP candidates, most other businesses will. These include financial services firms such as retirement-focused independent registered investment advisers and wealth managers. Read more >
Foul Weather
The value of ­facilitating ­emergency savings accounts at the workplace. Read more >
MOST READ ARTICLES
1
15th Anniversary of Retirement Plan Adviser of the Year
2
Inheritance Pathways Exist to Replace Stretch IRAs
3
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge
4
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
5
Weighing 403(b)s versus 401(k)s for Nonprofits
Sponsored message from Securian Financial
DC Recordkeeping: The High Cost of Low Fees
Recordkeepers are calling their services more efficient, or streamlined, but that may be a kind way of saying “less service.” Read more >
Retirement Plan Participants Sue Ardent Health Services
A new lawsuit filed against Ardent Health Services closely mirrors many of the ERISA challenges filed in 2019. Read more >
M&T Bank 401(k) Lawsuit Settlement Agreement Includes Review of Investments
M&T Bank or its insurers will also pay a gross settlement amount of $20,850,000 into a common fund for the benefit of class members. Read more >
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