Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 27th, 2017
Bill Would Reduce Retirement Plan Costs for Small Employers
A bill introduced to lawmakers directs the DOL and the Treasury Department to allow employers and sole-proprietors participating in retirement plans administered in the same way to file a single aggregated Form 5500. Read more >
Administrative Proceedings for ERISA Legality Claims Would Be Futile
The 6th Circuit said if 403(b) participants had tried to use the plan’s administrative remedies for claims a plan amendment violated ERISA, it would have be futile. Read more >
IRI Releases 2017 Policy Blueprint
The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities. Read more >
Retirement Industry People Moves
Transamerica Expands Retirement Plan Consultant Business; The Standard Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team Read more >
‘Secure Act 2.0’ Likely to Become a Reality
RIA Aggregators Aim for Small-Plan Market Expansion
10th Circuit Affirms Great-West Fee Suit Dismissal
T. Rowe Price CEO Change Reflects Financial Industry Trends
Scrutinizing TDFs and Considering Balanced Funds
Sponsored message from PACIFIC LIFE
Reduce the Impact of Pension Volatility on the Balance Sheet
This article examines the challenges of matching pension plan liabilities using traditional liability-driven investing (LDI) strategies. It also offers a unique and innovative solution developed by an insurance company to address the risks and shortfalls associated with traditional LDI. Read more >
Choice of Social Security Calculator Matters
The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator is crucial. Read more >
Investing in Harmony
DOL guidance and Millennial interest spur plans to consider ESG. Read more >
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