Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 3rd, 2017
SEC Offers Guidance on DOL Fiduciary Rule Compliance
Since the DOL conflict of interest rule’s publication, mutual fund providers and their adviser-intermediaries have also been asking the SEC extensive questions about sales loads, fee schedules, etc. Read more >
Prudent Default Can Include Lifetime Income Elements: DOL
An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter. Read more >
DC Plan Sponsors See Reason for Caution in ESG
Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. Read more >
ETFs Find DC Entry via TDFs
Seventeen TDF providers leverage exchange-traded funds as underlying investments. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Highlights From the 2016 PLANADVISER National Conference
Ten years of building profitable practices and evolving business models. Read more >
Cultivating Your Practice
The right ingredients to grow your practice. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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