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The IRS proposal would provide guidance about any employer that has withdrawn from the plan and entered into a “make-whole” agreement to provide participant benefits.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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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