Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 26th, 2017
Finding the Formula for Growth
Positioning a firm for strong growth is about much more than simply adding an extra adviser or two. In many cases, a better option might be growth through outsourcing or investment in new technology—particularly for the investment management component of a practice. Read more >
Fiduciary’s Personal Property Among ESOP Damages Owed
The fiduciary was ordered to transfer the title to three vehicles and to provide information, including medical records, pertinent to a valuation of life insurance policies. Read more >
Assessing Cyber Security Risk for Benefit Plans
The ERISA Advisory Council observes that cybersecurity is a clear focus area for organizations with regard to ongoing business activities, but unfortunately benefit plans often fall outside the scope of proactive cybersecurity planning. Read more >
Recommendations Made to Support ERISA Account Consolidations
A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts into ERISA plans. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Sponsored message from Ascensus
Inside America’s Retirement Plan
Ascensus CEO Bob Guillocheau discusses retirement savings and plan design trends and how Ascensus helps plan participants set a retirement savings strategy. Read more >
Advisor Invest Robo Platform Introduced by qplum
According to qplum, financial professionals are facing pressures to “drastically reduce fees without compromising on the quality of their advice.” Like many other firms, qplum predicts market-driven fee pressures will continue the evolution towards a lower-cost, more transparent and highly automated advisory market—regardless of what occurs concerning the DOL fiduciary rule. Read more >
LifeLock Enhances Identity Theft Benefit
According to one study, 13.1 million victims of fraud lost $15 billion in 2015. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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