Week ending March 3rd, 2017

NOTE FROM THE EDITOR

Happy Friday, readers! It seems hardly a week goes by during which the Department of Labor fiduciary rule doesn’t dominate the retirement industry trade press headlines. That was clearly the case this week, with the emergence of a new rule proposal aiming to delay implementation of the tighter conflict of interest standards championed by former President Barack Obama. Find our full coverage below—along with the latest features and research from our bimonthly print magazine.

Editor's choice

Experts Still Expect Private Enforcement of Fiduciary Standard

Even if the DOL leadership under President Trump declines to enforce a strict fiduciary standard, private litigators will undoubtedly pick up any slack if the administration fails to fully eliminate the Obama-era conflict of interest rulemaking. Read more >

Interpreting Recent 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 the Employee Retirement Income Security Act, are in some respects similar to 401(k) fee litigation cases. However, other aspects of these suits are relatively novel. Read more >

2017 PLANADVISER Micro Plan Survey

Data shows small plans are a big business. Read more >

Passing the Torch

How to start thinking about a succession plan for your practice. Read more >

Investing in Harmony

Following DOL guidance issued by the Obama administration, Millennials speak of big plans to invest in ESG strategies. Read more >

MOST POPULAR STORIES

2018 PLANADVISER National Conference

More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

2018 PLANADVISER DCIO Survey

An overview of the top providers.

Lessons from Litigation: Process Matters Most

When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether any given plan official or company officer is a fiduciary.

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

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

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