Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 29th, 2020

Estate Plan Essentials

What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall? Read more >
Fidelity, Shell Oil Company Face Latest ERISA Lawsuit
Among other allegations, the litigation says Shell Oil fiduciaries allowed Fidelity to inappropriately utilize plan data for its own commercial purposes. Read more >
An Engagement Chain
The U.S. Department of Labor (DOL) has published the proposed version of much-anticipated regulations to let employers and retirement plan providers make the electronic delivery of mandated disclosure documents digital by default. Read more >
SECURE Act Update: IRS Provides Required Minimum Distribution Relief
Among its many popular provisions, the SECURE Act extended the age at which one must begin making withdrawals from tax advantaged savings. Read more >