Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
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 >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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