Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 14th, 2017
Settlement Reached By Holy Cross ‘Church Plan’
While several church plan challenges wait on SCOTUS review, another has been settled. Read more >
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. Read more >
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. Read more >
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. Read more >
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?” Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from Ascensus
Saving for College and Healthcare: New Markets, New Opportunity
Click here for video: Read more >
Americans Still Lack Education Regarding Investments
Among survey findings, only 22.7% of respondents understand how their savings are invested. Read more >
Wells Fargo Enhances Online Tools for 401(k) Participants
The firm has rolled out three new features designed to encourage participants to visualize their retirement readiness goals and take action.  Read more >
401kFiduciaryOptimizer Makes Significant Database Expansion
In addition to 45,000 plans that were available in the prospecting system, the firm has added another 40,000 “to supercharge sales efforts.” Read more >
Franklin Templeton 529 Tool Leverages Crowd Funding
The program is designed to help savers utilize help from family and friends to reach 529 plan goals. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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