April 14th, 2016

Non-Fiduciary Education Under Final DOL Rule One retirement plan recordkeeper says those advisers making predictions that a strengthened fiduciary rule will lead to less financial guidance and investment education for small-balance savers are missing the bigger picture.   Read more > ESOP Attorney Restricted in Advising Plan Fiduciaries The attorney agreed to some of the broadest restrictions the department has sought to date on an attorney’s ability to advise parties concerning transactions that involve employee benefit plans covered by ERISA, the DOL says. Read more > Improper ESOP Purchases Targeted by DOL An EBSA investigation led to Gruber Systems Inc. having to repay more than $1 million in participant losses in the company’s employee stock ownership plan. Read more > Endowment Index Posts Gain in Q1 2016 The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by trustees, portfolio managers, consultants and advisers to defined benefit/defined contribution plans, pension plans and individual investors. Read more > MOST READ ARTICLES

Financial Stress on the Rise An increase in health care costs over the past two years is directly attributing to decreased retirement readiness, a survey finds. Read more > Most Should Not Pay Off Student Loan Debt Early HelloWallet found paying down student loans ahead of schedule generally leads to a lower net wealth at retirement. Read more > Millennium Trust Company Updates Auto-Rollover Services Automatic retirement account rollover solutions provider Millennium Trust Company launched a free search tool to help individuals find unclaimed retirement funds that may have been rolled over to a Millennium Trust IRA account from a previous employer. Read more > LPL to Leverage BlackRock’s FutureAdvisor Platform The collaboration with FutureAdvisor will accelerate the development of LPL’s robo-advice solution. Read more > KTRADE Adopts iJoin's Participant Analytics Tool iJoin, a provider of mobile enrollment, engagement and independent participant analytics solutions for retirement plans, announced a partnership with North American KTRADE Alliance, LLC. Read more >

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