Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 10th, 2016
House Speaker Ryan Weighs in on Advice Rule
The Republican party is still attempting to shoot down the fiduciary rule—almost certainly in vain. Read more >
Senate Bill Aims to Amend ERISA
Sen. Johnny Isakson has introduced legislation designed to foil the fiduciary rule and amend  the Employee Retirement Income Security Act. Read more >
Court Moves Along IRS Voluntary Compliance Program Suit
In a lawsuit filed in 2014, Information Systems and Networks Corporation brought action against the IRS under the Administrative Procedure Act, saying the IRS arbitrarily refused to meaningfully consider a Voluntary Correction Program submission related to its pension plan. Read more >
Fidelity Sees Plenty of Fuel for Managed Account Momentum
Employers increasingly view managed accounts as a powerful talent attraction and retention tool, leading to strong growth for managed accounts in the Fidelity client base and more broadly.  Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
From the Magazine: The Value of Alts
With the guidance of a skilled adviser, alternative investments can play a helpful role as interest rates rise and equity markets whipsaw. Read more >
2016 Retirement Plan Adviser Of The Year Finalists
The 2016 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 >
Robo Adviser Offers Account Aggregation
Investors on the Betterment platform can now securely sync outside financial accounts—including 401(k)s, individual retirement accounts, taxable accounts, mortgages and loans held at other institutions—with their Betterment account. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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