Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 17th, 2017
DOL FAQ Delves Into Investor Rights Regarding Advice
Flat-fee models clearly favored by the DOL for being perceived as less conflicted will have a competitive edge in the new fiduciary future. Read more >
SEC Names Retirement Investments Among 2017 Exam Priorities
Among the topline priorities for the Securities and Exchange Commission’s examination staff during 2017 will be “the services provided by public pension advisers” and an “expanding focus on senior investors and individuals investing for retirement.” Read more >
Firm Accused of Failing to Forward Employee Retirement Plan Contributions
The DOL has filed a lawsuit seeking $82,000 to restore retirement and health plan contributions, plus interest. Read more >
Possibility DB Funded Status Could Improve in 2017
“If interest rates continue to climb, the funded ratio could make some major gains,” says Zorast Wadia, at Milliman. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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401(k) Plans Have Concerns About Guaranteed Income Products
Concerns expressed in a survey included fiduciary exposure, high costs and operational hurdles such as recordkeeping issues, among other things. Read more >
Retirement Industry Moves
Morningstar Expands Executive Leadership Team; Mercer Advisors Acquires Novos Planning Associates; FPA and T. Rowe Price Launch Active Management Educational Initiative; and more.   Read more >

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

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

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