Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 22nd, 2016
7th Circuit Says Advocate's Plan Is Not a Church Plan
The 7th U.S. Circuit Court of Appeals has ruled that the defined benefit plan sponsored by Advocate Health Care Network does not qualify as a church plan exempt from many provisions of the Employee Retirement Income Security Act. Read more >
Beneficiary Designation Case Turns on Plan Documents
A thorny Employee Retirement Income Security Act dispute bouncing around the federal courts, known as Becker v. Mays-Williams, highlights the importance of precision in retirement plan documentation and communications—on the part of participants as well as service providers.   Read more >
Aging Population Will Create Opportunities for Institutional Investors
Research from PGIM suggests aging populations worldwide will create investment opportunities across real estate, health care, and technology. Read more >
QSERP Sponsors Could See Rule Change Under IRS Proposal
The IRS says if a benefit formula applies solely to a highly compensated employee who is identified by name, it does not apply to a reasonable business classification. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Spouses Play Increasingly Influential Role Alongside Advisers
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Working With an Adviser Boosts Retirement Confidence
Whether people work with an adviser has an impact on how they assess their own confidence in retirement, says EBRI’s latest data. Read more >
From the Magazine: Creature Comforts Derail Retirement
The No. 1 reason Generation Xers and Baby Boomers fail to save more for retirement is an unwillingness to sacrifice their current quality of life, a choice cited by 34% of Gen Xers and 29% of Boomers, Charles Schwab found in a survey of 1,000 investors. Read more >
Principal Offers Fiduciary Tools
The fiduciary document catalog offered by Principal helps plan sponsors keep track of their retirement plan’s fiduciary documents. This list includes documents Principal suggests plan sponsors store and retain. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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