Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 3rd, 2017
Basic Assumptions Have Changed for Institutional Investors
Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk in pursuit of reward. Read more >
American Century Self-Dealing Suit Permitted to Proceed
The underlying complaint suggests the retention of American Century’s proprietary mutual funds in its own 401(k) has cost plan participants millions of dollars in excess fees. Read more >
IRS Updates Reporting Disclosure Guide
The Reporting and Disclosure Guide for Employee Benefit Plans was prepared by the IRS as a quick reference tool for certain basic reporting and disclosure requirements under ERISA and the IRC. Read more >
A Mere 10% of Women Are Confident About Retirement
They continue to face several challenges, including lower pay than me Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from OPPENHEIMERFUNDS
Looking Under the Hood—Evaluating Target Date Funds
Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants. Read more >
Securities America Offering Behavioral Finance Workshops
The live workshops will explore finances, neuroscience, and psychology to explore why some people make detrimental financial decisions based on emotion. Read more >
Investment Products and Service Launches
USAA Launches New R6 Share Class Funds; First Eagle Launches New Mutual Fund Share Classes; Natixis Rolls out ESG TDF; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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