Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 6th, 2017
Orders Emerging to Halt Fiduciary Rule and Dodd-Frank
Even before the new president’s order became public its contents were made know in the trade media: The DOL has been directly ordered to find a way to halt the implementation of the fiduciary rule. Read more >
Senator Pushes for ‘Off Budget’ PBGC Premiums
The idea of taking PBGC premiums “off budget” is nothing new, but the project is supported by a laundry list of retirement plan providers and their trade group associations. Read more >
Groups Move to Promote Retirement Data Standardization
Several industry groups have endorsed the use of The Depository Trust & Clearing Corporation’s (DTCC) Retirement Plan Reporting (RPR) solution to standardize and report plan level data across the industry. Read more >
Lawsuit Claims Domestic Partners Not Informed of Pension Benefit Rights
A federal court judge has denied a motion to dismiss, allowing the case to move forward. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from Fi360
Fi360 Presents National Fiduciary Day on March 23
Join Fi360’s distinguished community in one of three cities on March 23, 2017 for the first annual National Fiduciary Day! Read more >
IRS Adds Help to Form 990-EZ for Tax-Exempts
The form is important for tax-exempt organizations to file, not only to remain exempt, but to qualify to sponsor 403(b) plans. Read more >
Investment Products and Service Launches
Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more. Read more >
Retirement Industry People Moves January 30 to February 3
MassMutual Appoints 5 Managing Directors in Retirement Services; OneAmerica Appoints Head of Guaranteed Income Products; Fiduciary Vest Names New Partner; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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