Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 23rd, 2016
Chevron Accused of Not Using Negotiating Power for 401(k) Fees
The lawsuit also questions Chevron’s failure to use a stable value fund, collective trusts or separate accounts. Read more >
FINRA Turns Up the Heat on Broker/Dealer Values
Firm culture has a profound impact on investor outcomes and market integrity, according FINRA, which will be asking broker/dealers to define and strengthen their firms’ ethical business practices. Read more >
More Men Than Women Report Saving Progress
The ninth annual America Saves Week survey has found that only 40% of U.S. households report good or excellent progress in “meeting their savings needs.” Read more >
Take Care With Rollovers and Disclosure Requirements
A white paper takes a look at how business models and strategies might change under the DOL’s fiduciary rule. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Retirement Industry People Moves
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RJR Sufficiently Proved Reason for 401(k) Stock Split
A federal court has found that RJR proved a prudent fiduciary would have removed Nabisco stock from its 401(k) plan. Read more >
NextCapital Expands Advice Channels
NextCapital, a digital advice firm, and Pershing LLC, a BNY Mellon company, announced an agreement to enable scalable personal advice delivery for large financial institutions. Read more >
Fiduciary Standards for ESG Funds
The rules governing ESG investing— environmental, social and governance factors—tighten and loosen, putting fiduciaries in a difficult position whenever the rules change, as they recently have. Read more >
Paragon Alliance Unveils New Website
A Pennsylvania TPA, the Paragon Alliance Group, has rolled out a website with enhancements to make its website more mobile-friendly. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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