Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 24th, 2017
SCOTUS Passes on Lehman Brothers Stock Drop Review
The underlying stock drop litigation had already seen multiple rulings from a New York district court and the 2nd Circuit. Read more >
The Psychology of Satisfaction With Retirement
Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB to DC. Read more >
Addressing Longevity a Crucial Issue for DC Plan Sponsors
DC plan participants need education about how much they will need to fund a 20 to 30 year retirement, and plan sponsors need education about the role of annuities. Read more >
Investment Products and Service Launches
HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more. Read more >
2018 PLANADVISER National Conference
Invesco to Purchase OppenheimerFunds, Owned by MassMutual
NYU Calls for Sanctions Against Workers, Attorneys
Two Key Themes for DC Plans
Retirement Industry People Moves Expands Tax-Return Guidance
The Tax Center at is offering expanded capabilities and education support to help employees and their advisers meet 2017 tax reporting requirements related to stock options. Read more >
Employers Can Offer Employees Way to Make Giving Part of Financial Plan
Growfund operates like a 401(k) or a personal foundation, with funds able to be saved or invested and grown over time. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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