Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 6th, 2017
DOL Targets ESOP Over Sizable Financial Losses
The U.S. Department of Labor is suing the fiduciaries of a Vermont employee stock ownership plan for violations of the Employee Retirement Income Security Act. Read more >
Investors Urged to Stick With Equities, Stay Confident in 2017
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that delivered solid annual returns; what will 2017 bring? Read more >
Claims Against Prudential, CAPTRUST Dismissed in Fee Suit
U.S. District Judge Victor A. Bolden first determined that Prudential was not a fiduciary with respect to the lawsuit’s allegations. Read more >
Rising Interest Rates Lowering the Cost of Retirement Income
Today, investors are enjoying retirement income costs lower by as much as 14% versus a few months ago, according to BlackRock’s CoRI Retirement Indexes. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from T. ROWE PRICE
Visit the DC Advisor Solutions & Tools Center to access Financial Wellness resources
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Employee Wellness Programs Undergo Revolutionary Shift
As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers. Read more >
Key Elements of Financial Wellness
People want information on HSAs and budgeting. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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