January 31st, 2017

Edward Jones' Self-Dealing Suit Permitted to Proceed Defendants unsuccessfully argued that the breach of fiduciary claims should be dismissed because they fulfilled their duties by offering an array of investment options.  Read more > Advising Executives and Employees Many CPA and law offices impose mandatory retirement as early as age 60, which makes it all the more imperative for these professionals to plan for their retirement well ahead of time, notes Joe Heider, president of Cirrus Wealth Management in Cleveland. Read more > Betterment for Business Eager to Challenge Major Recordkeepers Shifting regulations, evolving consumer demands and a strong response from established providers are real challenges, but low-cost automated 401(k) platform providers remain committed to DC industry disruption. Read more > Institutional Investors Must Dial Back Return Expectations Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from J.P. Morgan Asset Management Interview with Charlie Cote of J.P. Morgan Asset Management Discover what J.P. Morgan is doing to help advisers build stronger plans for their plan sponsor clients. Read more > Employers Can Help Employees With Beneficial Retirement Timing Employees who retire with strong retiree benefits are happy retirees, but those who leave because they feel disengaged regret when they retired and worry about not having enough money. Read more > Trends, Regulations Could Affect Not-for-Profit Health Care Investments Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017. Read more > From the Magazine: The Second Take Among the plan clients of adviser Russell Warye that have done a re-enrollment, about 90% of their re-enrolled participants have stuck with it. Seeing that growing track record of success, he anticipates more acceptance of the practice among plan sponsors in the next few years. Read more >

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