Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 16th, 2017
Lawsuit Claims Chesapeake Energy Stock Was Imprudent 401(k) Investment
Among other things, the plaintiff alleges the plan committee ignored the numerous warning signs that Chesapeake was an imprudent investment for retirement assets, and allowed the plan to invest more than 44% of its assets in this one stock. Read more >
Employees No Longer Under Controlled Group Entitled to Enhanced Benefits
After agreeing with a district court that employees sold from Anheuser-Busch’s controlled group of companies deserve enhanced pension benefits, the 8th Circuit remanded the case back to the court for calculation of damages. Read more >
Investors Must Be Proactive About Managing Retirement Taxes
Among the many informative charts and graphs included in the 2017 J.P. Morgan Asset Management Guide to Retirement are Social Security timing break-even analyses and projected spending for individuals and couples on Medicaid premiums—along with a look at when Roth might work best.   Read more >
Family Conversations Increase Confidence in Financial Future
Ameriprise Financial says a financial adviser can help families understand their full financial picture with a customized approach to fit their unique needs. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
Sponsored message from Oppenheimer Funds
Looking Under the Hood Evaluating Target Date Funds
Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants. Read more >
Merrill Lynch Aims to Expand 3(21) Fiduciary Services
The firm leadership tells PLANADVISER many of its 14,000 advisers on the ground want to be able to utilize deeper fiduciary service capabilities for the institutional retirement business. “This means our advisers will offer ERISA 3(21) fiduciary service when providing retirement investment menu advice or recommendations,” the firm says. Read more >
Schwab Expands Hybrid Advisory Service
The package provides access to human advisers as well as an automated managed account built with ETFs from Schwab and other providers. Read more >
John Hancock Launches New Indexed Universal Life Solution
The new product series offers a range of indexed account options including one providing access to international markets. Read more >
DST Launches Analytics Dashboard for Advisers
The solution providers retirement plans with data-driven insights about the health and performance of the plan.  Read more >
Empower Retirement Uses 'Quirky' Videos to Engage Millennials
In a series of live action videos, Empower takes on some truly quirky, bad and perhaps not-so-serious retirement planning ideas. Read more >

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

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

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