Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 15th, 2017
UC Regents Sued By Terminated Pension Participant
A former employee of the University of California San Diego Health division argues in a new lawsuit that she was “forced to resign” from her job because the university wanted to prevent her from accruing full retirement pension and health benefits. Read more >
More Women Managing Their Family’s Finances
Women’s two top financial worries are running out of money in retirement and managing the rising costs of health insurance, and 30% of women have turned to a financial professional for guidance. Read more >
The 2017 PLANADVISER Top 100 Retirement Plan Advisers
We are currently soliciting bios and mission statements from this year’s Top 100 designees. In the meantime, you can browse through the names and categories of the recognized firms here.  Read more >
Fiduciary Fitness: Burden of Proof
A recent case that defense attorneys likely believe is an example of the maxim “bad facts make bad law” is Estate of Barton v. ADT Security Services Pension Plan, for which a request for rehearing was recently denied. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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 >
FinMason Solutions Offer Suitability Tracking
If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent? Read more >
Milestone Group to Provide Multi-Asset Platform for SEI's OCIO Business
The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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