PLANSPONSOR Weekend Newsdash
Week ending January 22nd, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. It was a short work week for many of us, but that didn’t cut down on the flow of important industry news. Yet another major recordkeeping provider was targeted in a 401(k)-related lawsuit, and the equity markets offered up daily tests of long-term investors' resolve. Below you’ll find our top-clicked articles for the week and other curated content to prepare for whatever comes next.
Editor's choice
Risk Reminders for a Volatile Period
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity. Read more >
DC Plan Stats Show Effect of PPA
The Pension Protection Act turns 10 this year—and it’s been quite a decade. PPA set the stage for wide adoption of automatic features in DC plans and made Roth contributions permanently available for DC plan participants, among other fundamental changes in the DC and DB retirement systems.  Read more >
Supreme Court’s ‘Montanile’ Decision Makes Waves
The U.S. Supreme Court case Montanile v. Board of Trustees of the National Elevator Industry Health Benefit Plan did not gain much attention before reaching the top federal court, but now that the case has been decided, ERISA attorneys are warning of significant potential impacts. Read more >
ICI Wants DOL Study of ‘Retirement Participant Safety’
Joining a chorus of other providers and industry organizations, the Investment Company Institute this week raised a number of issues with the DOL’s support of a state-run retirement system for private sector workers.  Read more >
10 Companies to Receive 2015 PLANADVISER Adviser Choice Awards
PLANADVISER this week announced the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction

Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.

DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services

For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.

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

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

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