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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Average Worker Will Pay More Than $150K in 401(k) Fees
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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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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