Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 11th, 2016
Latest Analysis of DOL Fiduciary Rule
PLANADVISER has already heard from a wide swath of industry experts and analysts on the Department of Labor’s new fiduciary rule. Find our ongoing coverage here. Read more >
FINRA Releases Q&A About IRA Distributions
A new Investor Alert publication from FINRA answers common questions about how to calculate RMDs, the reporting obligations of brokerage firms and what to do in the event of a mistake, among other issues. Read more >
Some Claims Settled in RadioShack Stock Drop Case
The trustees named in a stock drop case have decided to settle, but the RadioShack plan sponsors aren’t conceding. Read more >
Pension Clients Saw Funding Status Dip in Q1
Pension funding ratios decreased in the first quarter of 2016 from 83.1% to 78.8%, according to Legal & General Investment Management America Inc.’s Pension Fiscal Fitness Monitor. Other firms that track pension data shared similar findings for the quarter.  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Retirement Industry People Moves
NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales rep; GW&K adds taxable bond portfolio manager; Northern Trust Asset Management boosts OCIO team. Read more >
2016 Retirement Plan Advisers of the Year
The 2016 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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