Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 13th, 2017
Merrill Lynch Rethinks Move Away From Brokerage IRAs
Amid the effort to roll back the fiduciary reforms, retirement advice providers that moved early to get into compliance with the proposed conflict of interest standards are left to reassess how to proceed. Read more >
TIAA Wins Dismissal of Prohibited Transaction Challenge
An ERISA lawsuit filed against TIAA by employees of the University of Chicago and Nova Southeastern University has been dismissed by a federal judge, who ruled TIAA should not be considered a fiduciary to the plans. Read more >
Assets in DC Plans Grew 10% from 2014 to $6.7 Trillion in 2016
Across both DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on DB and DC asset holdings and flows. Read more >
Female Advisers Try to Include Both Spouses in Meetings
They are also starting to create women’s networks to retain female clients. 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 ASAE
A Retirement Plan Created for Organizations Like Yours
Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent. Read more >
U.S. Public Pension System Faces Many Hurdles
A new survey report from S&P Global Ratings examining the pension plans of the 15 largest U.S. cities “reveals some common trends and key factors related to net pension liability per capita and funded ratios.” Read more >
Guaranteed Income—Theoretically—a Popular Choice
Nonetheless, few people know where to find it, and many say their adviser doesn’t bring it up. Read more >
Retirement Industry People Moves
T. Rowe Price Hires Head of Large Retirement Sales; Ascensus Appoints VP of Channel Management; PanAgora Asset Appoints Strategic Relationship Manager; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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