Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 21st, 2017
SafeWay ERISA Lawsuits Advance in Federal Court
Two lawsuits filed against the company alleging a failure to prudently manage retirement plan investment and administrative fees have survived preliminary motions to dismiss. Read more >
J.D. Power Polling Reveals Investor Opinions on Faulting Fiduciary Rule
Market forces may drive some of the reforms the Department of Labor sought to achieve under the Obama presidency—but a cadre of investors also remains committed to commissions.  Read more >
Plan Quality Varies Significantly By Industry
The second annual 401(k) Plan Benchmarking Report from ALM Intelligence/Judy Diamond Associates finds a clear “disparity between the quality of 401(k) plans in white-collar and blue-collar industries.” Read more >
IRS Releases Reminders After Increase of Incorrect User Fees
The IRS established recommendations, suggestions and tips on how plan sponsors can evade an overpayment of user fees; qualify for lower fee prices; and determine the correct user fee based on number of participants. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Olin Corp. Soundly Defeats ERISA Lawsuit
Senate Finance Committee Advances EARN Act
Retirement Industry People Moves
From the Magazine: Forgotten Generation?
Providers focus on Boomers, when Gen X has $5.7 trillion in investable assets. Read more >
Pentegra Introduces Report About Fiduciary Responsibilities
Pentegra Fiduciary SmartPath details each fiduciary role in a retirement plan and focuses on helping plan sponsors and advisers clarify the many nuances associated with fulfilling their obligations. Read more >
Paychex Partners on Fiduciary Investment Solutions for Plan Sponsors
New offerings include ERISA 3(21) investment guidance services through Wilshire Associates and ERISA 3(38) investment management services through Mesirow Financial. Read more >
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