Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 19th, 2016
SCOTUS Passes on ERISA Plan Lawsuit Venue Case
The Supreme Court has denied a petition to review a case about restriction-of-venue clauses in retirement plan documents related to ERISA challenges—based not on the weakness of appellees’ arguments but on a lack of conflict among the circuit courts. Read more >
Advising on the Downside Isn’t Easy
Even with the stellar rise of the QDIA and automated investing, it is important to educate participants about the basics of a well-diversified portfolio, to protect them in various market environments. Read more >
Reasons Behind DB Plan Cost-Cutting Trends
What is driving DB plan sponsors to freeze their plans or change accounting methods, and is there anything that can be done about ballooning costs for these plans? Read more >
Retirement Industry People Moves
Mainstay expands institutional sales team; an acquisition for The Retirement Advantage; GW&K Investment Management adds relationship management VP. 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
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Next Generation Thinking: A fresh look at the millennial generation.
The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more >
Pension Buyout Guide Weighs Lump Sum vs. Annuity
A new guide from the Consumer Financial Protection Bureau charts the complex twists and turns involved in a pension buyout—especially the trade-offs individuals face between lump sums and lifetime payouts. Read more >

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

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

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