Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 12th, 2016
MassMutual Sued Over Stable Value Fund Fees
The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans. Read more >
Cerulli Reports Investor Moves Away from ‘Pure Beta’
Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s forward-looking institutions are seeking more than “pure beta.” Read more >
Proposed Guidance Issued for Multiemployer Plan Suspension of Benefits
The IRS proposal would provide guidance about any employer that has withdrawn from the plan and entered into a “make-whole” agreement to provide participant benefits. Read more >
Advising on the Downside
A recent survey from TIAA-CREF found that more than half of investors look to short-term performance factors as “the most important indicator of an investment’s return.” With big equity price swings seeming to be a now daily occurrence, the value of advice can’t be overstated.  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
Advice as a Fiduciary
The DOL’s fiduciary proposal would make recommending that a participant take a plan or IRA distribution, or recommending how to invest those assets, a fiduciary act. This is a significant departure from the department’s current position under a 2005 advisory opinion. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund