Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
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 >
Why Small Business Owners Often Resist 401(k)s
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
NFP Named as Defendant in Parallel Molina Healthcare ERISA Suit
Retirement Industry People Moves
Barnabas Health Latest to Settle ERISA Suit
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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