Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 30th, 2016
BP Deepwater Stock Drop Suit Gets DOL and SEC Consideration
The complicated litigation Whitley v. BP PLC  is just the latest stock drop case to be impacted by the big-ticket Supreme Court decision in Dudenhoeffer v. Fifth Third Bancorp—this one earning “friend of the court briefs” from both DOL and SEC. Read more >
Financial Elder Abuse on Advisers’ Radar
Eighty percent of retirement income planning professionals are concerned about protecting their clients from financial elder abuse, according to a survey by The American College of Financial Services. In fact, of all of retirement advisers’ ethical concerns, this is the leading worry. Read more >
The New Fiduciary Rule and Revenue Sharing
Experienced ERISA attorneys Fred Reish and Joan Neri explore the latest thinking on how to avoid prohibited transactions by offsetting revenue-sharing payments against recordkeeping fees.  Read more >
Alternatives in TDFs
When it comes to adding alternatives within target-date funds—or other employer-sponsored retirement planning contexts—the aim is usually greater diversification.  Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
From the Magazine: Universal Opportunity
One of the most telling findings from the latest PLANADVISER Micro Plan Survey is the increase in the number of retirement plans that work with an adviser and have $5 million or less in plan assets. Read more >
Northwestern Mutual Debunks Millennials’ Money Misconceptions
Even if they feel they are earning too little, Millennials need to start saving for retirement early on in life. Read more >
Tool Helps Employers Measure Employees' Financial Fitness
Once areas of weakness have been identified, FFG provides individualized financial fitness courses for each employee’s specific needs. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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