Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 23rd, 2017
Bank of America Prevails In ERISA Challenge After Bench Trial
After hearing the evidence presented at trial and reviewing both parties’ proposed findings of fact and conclusions of law, a federal district court has ruled in favor of Bank of America on all counts. Read more >
Managing Risk While Investing For Governmental Retirement Plans
Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there may be unexpected risk that comes along with such arrangements. Read more >
DOL's Final Rule on Disability Benefits
Although rarely a high-profile item, there is no question that long-term disability cases are the most frequently litigated Employee Retirement Income Security Act claims. Read more >
Majority of RIAs Planning on M&A in the Next Five Years
The motivation is growth, particularly boosting assets and revenues, expertise and clients, and ensuring that a succession plan is in place. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Securities Lending Seeing Higher Demand from Institutional Investors
Higher interest rates, changes in collateral used and other trends can result in higher revenues for institutional investors, such as DB plan sponsors. Read more >
Few Employees Report Being on Track for Retirement
However, Financial Finesse found repeat usage of employer financial wellness programs and running retirement projections incrementally improves retirement preparedness. Read more >
Getting Out of Debt Top Concern for African Americans, Latinos
Debt beat out planning for retirement as the top concern for African Americans and Latinos, an analysis found. Read more >
eMoney to Power intellicents Financial Wellness Platform
Brad Arends, CEO of intellicents, believes the provider will provide participants with “useful financial tools that go above and beyond what most people get with their 401(k)s.” Read more >
Trust Company of America Adopts MoneyGuidePro
The software would allow RIAs to pull client data into illustrative planning technology. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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