Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 23rd, 2016
Question of Timing Focus of Top Hat Plan Lawsuit
Because an appellate court found claims against Marriott’s plan were time-barred, it did not consider the question of whether the plan was a top hat plan. Read more >
Examining the Fiduciary Rule Proposal’s Education Carve-Out
Among the many provisions and definitions in the forthcoming DOL fiduciary rule will likely be an “education carve-out,” considered to be one of the most high-stakes elements of the rulemaking for retirement plan industry providers. Read more >
Providers of TDF Products Limited
More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found. Read more >
PBGC Issues Final Rules About Annual Reporting
The final rules modify waivers and information requirements to better balance the burden of reporting with PBGC’s need for information. Read more >
MOST READ ARTICLES
1
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
2
Retirement Industry People Moves
3
SECURE Act Ensnared in Senate After Flying Through House
4
Upset in FINRA Board Large Seat Election
5
Rollover Mechanics and the Most Common Mistakes
Tax Season Gives Advice Extra Power
New research from Charles Schwab suggests tax season drives investors to focus more on financial planning and wealth management. Read more >
In It for the Long Haul
Can compound interest save Millennial retirements?  Read more >

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

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

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