Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 25th, 2016
Tell the IRS What to Do Next
The Internal Revenue Service now and again seeks industry input on what tax guidance to issue next, via its Priority Guidance Plan program. Read more >
Court Approves Settlement in Fifth Third Stock Drop Suit
The case reached the Supreme Court, and set new standards of pleading for lawsuits against retirement plans that hold on to company stock. Read more >
Explaining Managed Futures to an ERISA Audience
“It is not the number of securities in a portfolio that determines diversification; it is the number of risk factors.” Read more >
Confidence Key to Advancing Female Advisers' Careers
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfilment in a career. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
From the Magazine: Staff Management
A variety of factors may prompt an advisory practice to expand. These include overextended staff, underserved clients and opportunities outside your market. When is the right time to grow staff? And how?  Read more >
No Change in Retirement Assets from 2014 to 2015
Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed. Read more >
TIAA Rebrands Global Asset Management Arm
Reflecting the expanding global scope of its asset management business, TIAA is rebranding its investment organization as “TIAA Global Asset Management.” Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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