April 10th, 2017

Congress Considers Lifetime Income Disclosure The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities. Read more > BlackRock TDFs Called Out in 401k Excessive Fee Case The lawsuit contends layering of BlackRock proprietary funds within its TDFs causes excessive fees for plan participants. Read more > Putnam Prevails in 401(k) Self-Dealing Suit Before ultimately finding plaintiffs’ claims were time-barred, a judge found Putnam’s mutual fund fees were reasonable and a comparison to Vanguard funds was “apples to oranges.” Read more > Closed DB Plan Nondiscrimination Rules Bill Reintroduced The bill amends the nondiscrimination rules to protect older workers in plans that have been closed or frozen. Read more > MOST READ ARTICLES

Sponsored message from J.P. MORGAN Three Keys to a Stronger DC Plan More than half of plan sponsors measure success by the number of participants on track toward a financially secure retirement, according to research from J.P. Morgan. Discover three ways we can help you enhance plan and participant outcomes. LEARN MORE > Read more > IRS Approves DATAIR 403(b) Pre-Approved Plan Document The document is a volume submitter format and is designed to accommodate both ERISA and non-ERISA plans as well as church plans and plans for governmental entities. Read more > Firm Uses Quarterly Review to Streamline Retirement Plan Audit Process When issues are detected during a plan year they can also, most likely, be corrected prior to plan year end, JMM CPA says. Read more > AXA Introduces Open Architecture Recordkeeping Platform The new DC plan solution combines human touch and technology to make the onboarding experience easier. Read more > Investment Products and Service Launches Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more. Read more > Retirement Industry People Moves Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more. Read more >

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