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 Dissecting TIAA Subsidiary’s $97 Million SEC Rollover Settlement 2 Empower to Acquire Full-Service Retirement Business of Prudential 3 With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers 4 ‘Secure Act 2.0’ Likely to Become a Reality 5 Talking Scale With Voya, Sterling Resources Leaders

Sponsored message from ASAE A retirement plan created for organizations like yours. Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent. Read more > 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 >

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