Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 28th, 2017
Adviser Independence Trends Impacted By Fiduciary Uncertainty
According to Cerulli’s research, nearly two-thirds of broker/dealer affiliated advisers “plan to shift more of their business toward fee-based advisory models in an attempt to be better positioned to comply with the conflict of interest rule, if it is implemented.” Read more >
Boomers Still Struggling Post Recession
Although the Great Recession is a thing of the past, Baby Boomers are still struggling to stay afloat financially and many have stopped investing for their future. Read more >
Less Than Half of Savers Can State Their Net Worth
“The most surprising result was the continuing decline in those who have a goal,” said Stephen Brobeck, executive director of the Consumer Federation of America, speaking during a webcast on the survey findings. “This is one of the sharpest declines I have seen, and the long-term trend is unmistakable.” Read more >
2017 PLANSPONSOR Retirement Plan Advisers of the Year Finalists
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Education on Lifetime Income Needed in Not-for-Profit Sector
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from Ascensus
Saving for College and Healthcare: New Markets, New Opportunity
Click here for video.  Read more >
COMPLIANCE CONSULT: Understanding 403(b) Litigation
Recent months have seen a wave of new litigation, against several large 403(b) plans maintained by prominent private universities. The lawsuits, which claim breaches of fiduciary duties under ERISA, are in some respects similar to 401(k) fee litigation cases. However, other aspects of these suits are relatively novel, as they appear to not only challenge the fundamental nature of 403(b) plans, but also target common 403(b) plan practices that have long been understood to be consistent with fiduciary standards. Read more >
Employees Need More Help Feeling Financially Well
A study suggests progress on a variety of personal financial goals appears to have taken a negative turn in the past two years, including saving enough for retirement. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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