Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 9th, 2019
Sheridan Road Financial Sells Practice
Sheridan Road, the Chicago-based advisory firm with more than $14 billion in assets under advisement, has been acquired by global insurance broker HUB International Limited (Hub). The firms tell PLANADVISER the match is “as good as it gets.” Read more >
403(b) Plan Sponsors Continue to Improve Investment Oversight
Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show that in 2016, 54.3% of plan sponsors reported they have an investment committee for their plans; this jumped to 67.3% in 2017 and 67% in 2018. Read more >
Fiduciary Training Needed by Nonprofit Clients
Findings in a new CAPTRUST survey report suggest there may be opportunities for advisers to support board-level investment and fiduciary training at endowments and foundations. Read more >
Protection for Your Practice
“The last few years have made clear that lawsuits against any and all parties involved with retirement and welfare plans are here to stay,” says Lars Golumbic, a principal with Groom Law Group, Chartered, in Washington, D.C., and author of an extensive report on the subject, “Who May Sue You and Why,” published last year, for global insurance provider Chubb. Read more >