Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 8th, 2017
TIAA Loan Practices Questioned in Latest ERISA Lawsuit
A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back to her account. Read more >
Setting Confusion Aside, Firms Act on Fiduciary Reform
The latest results of the Fidelity Advisor Investment Pulse survey show advisers continue to focus on implementation of new fiduciary controls across different elements of their practices. Read more >
Navigating Fiduciary Uncertainty
Even for firms that decide to maintain their old business models, technical compliance does not ensure client satisfaction. It is unclear what the future holds for fiduciary rule reforms, but clients will have their own expectations, whatever happens in Washington at the DOL.  Read more >
Succession Planning Essential for Long-Term Advisory Growth
Of business owners who have a business succession plan in place, less than half have discussed their plan with a lawyer or a financial adviser, underscoring opportunity for providers in this space. Critically, many small business owners who have not discussed their succession plan with a lawyer or financial adviser say they have not done so because they do not think it is necessary.  Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
Sponsored message from T. Rowe Price
Recruit, Retain, Retire
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. Read more >
Appo Group to Integrate Participant Communication
The new solution by Appo Group aims to cut costs and time by allowing users to create and manage multimedia communication materials through a single platform. Read more >
Small Employers Now Have Access to College Savings Benefit
Gusto, an all-in-one HR platform provider, announced they will begin offering their small business customers a wide array of benefits typically only available to employees of big companies; the first of which is the availability of 529 plans through a partnership with Gradvisor. Read more >
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