Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 11th, 2017
Peabody Energy Wins Dismissal of Stock Drop Suit
The plaintiffs unsuccessfully alleged plan officials breached their fiduciary duties by continuing to offer Peabody Stock as an investment option for the plans when it was imprudent to do so and by maintaining the plans’ pre-existing significant investment in Peabody Stock.  Read more >
Lump Sum Spending Often Followed By Regret
Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision, they recall being presented with information comparing the total amount of the lump sum versus the total value of the annuity payments. Read more >
Financial Advisers a Trusted Ally for Military Families
A new rule will reduce guaranteed lifetime income from the military’s pension by 20%, but financial advisers are keen in helping service members offset the potential losses. Read more >
Short-Term Optimism Can Benefit Retirement Planning
Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning. 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
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TDF Market Shows Signs of Maturity
An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to Mercer research. Read more >
Financial Wellness Increasingly Included in Well-Being Programs
A growing percentage of companies are expanding their well-being programs to include employee financial security, according to the 8th annual survey on corporate Health and Well-being from Fidelity Investments and the National Business Group on Health. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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