Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 24th, 2016
Another Review Doesn't Change Lehman Stock Drop Suit Result
The case was sent back through the courts following the U.S. Supreme Court’s decision in Fifth Third v. Dudenhoeffer. Read more >
Taking the Pulse of Affluent Advisory Clients
Discussing a recent AMG Funds survey of affluent Americans with $250,000 in investable assets, Bill Finnegan, the firm’s chief marketing officer, says he hopes investors’ behavior in 2016 will prove to be as positive as their stated intentions. Read more >
Many Women Feel Misunderstood by Investment Industry
The more advisers lean on misperceptions about how women approach investing, the more difficult it will be to build client loyalty and shape effective outcomes. Read more >
DOL Orders Fiduciary to Distribute Nearly $1M to Participants
The U.S. Department of Labor has secured a consent judgment appointing an independent fiduciary to oversee the 401(k) of a now defunct biopharma company. Read more >
Nearly Three-Quarters of Boomers Want to Delay Retirement
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
Retirement Programs Must Continue to Evolve to Address Participant Needs
Fidelity Finds Outperformance Among Active Funds
By using two simple, objective filters, Fidelity found the average actively managed U.S. large-cap equity fund outperformed its benchmark in 2015, after fees, by 70 basis points. Read more >
From the Magazine: Do They Belong?
How a plan handles administrative fees often influences whether a sponsor prefers retirees keep their money in the plan or take a distribution. Read more >
DIVERSIONS: In the Good Old Days, Commutes Were Shorter
It’s not your imagination. It really does take longer to get to work than it did 36 years ago. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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