| Settlement Reached By Holy Cross ‘Church Plan’ |
| While several church plan challenges wait on SCOTUS review, another has been settled.
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| Insperity Fails to Get Excessive Fee Suit Dismissed |
| For one thing, a judge found plaintiffs’ allegations concerning switching to a newly created Reliance Trust Company TDF were sufficient to state a claim.
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| Few Millennials Making Recommended 401(k) Contribution |
| Most Millennials are not contributing at least 15% of their income toward their 401(k) plans, but a majority are moving in the right direction, a new study finds.
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| Recordkeepers Focused on Improving Participant Financial Wellness |
| Focusing on financial wellness education is one of the past year’s most prominent trends in the digital retirement space, with 75% of RPM firms adding new financial wellness content to their participant websites, Corporate Insight found.
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| Aggregating a Client's Assets |
| “I work for a broker/dealer firm that is affiliated with a registered investment adviser. The firm provides brokerage services to both non-retirement and retirement investor accounts such as IRAs and ERISA accounts. The fee is asset-based, and breakpoints are used to determine the fee. Can all accounts be aggregated so the investor will get the benefit of a reduced fee?”
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