Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 19th, 2017
myRA Can Play Role in Lifelong Savings Effort
While the myRA remains lightly utilized and will likely not be a mainstay of anyone’s retirement income plan, outgoing Treasury Secretary Jack Lew says it represent a “simple, safe and affordable retirement account” designed for individuals without access an employer-sponsored retirement plan. Read more >
Does ERISA Permit Courts to Order One Fiduciary to Indemnify Another?
This is the question in a petition before the Supreme Court in a case involving a leveraged buyout of an ESOP. Read more >
From the Magazine: The Second Take
The 2016 PLANSPONSOR Defined Contribution Survey found that, over the past three years, just 1.9% of retirement plan sponsors had re-enrolled participants in the plan’s default investment. Read more >
Retirement Clients Concerned Over Federal Tax Policies
A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J. Trump and the new Congress. Read more >
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2018 PLANADVISER Retirement Plan Adviser Survey
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SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
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3 reasons why fee based DC Advisors work with J.P. Morgan
Help your clients tackle retirement. Discover three ways J.P. Morgan’s new Retirement Link product helps you build stronger retirement plans at lower costs. Read more >
Minimizing the Loss When Someone Leaves
When a retirement plan adviser leaves your practice, some clients may consider leaving as well. To ease the transition, and help ensure clients remain happily with your firm, experts suggest the following. Read more >
ERISA VISTA: Compensation
“I understand that if my firm and I have level compensation and don’t have any conflicts of interest in providing fiduciary investment advice to individual retirement accounts, the only compensation rule is that the amount must be reasonable. But what if my firm has conflicts of interest and I’m under the Best Interest Contract exemption? What are the rules about my compensation in that case?” Read more >

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

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

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