Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 19th, 2017
ESOP Awarded More Than $9 Million for Overpayment of Company Stock
A federal court held that First Bankers breached its fiduciary duties to the plan’s participants by failing to conduct a prudent investigation into the fair market value of the shares. Read more >
Factoring Gender Into Lifetime Income Discussions
Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in retirement. Read more >
Consultants Make Recommendations for Plan Sponsor Fund Lineups
Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more. Read more >
Bill Would Encourage More Employee Stock Ownership
The legislation would reform the Securities and Exchange Commission Rule 701, which imposes a slew of regulations on small businesses, especially newly formed start-ups. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
Retirement Industry People Moves
5
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
What it Takes
Learn a little bit more about what we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners. Read more >
May 1 Is Deadline for New Adopters of Pre-Approved Plans
DC plan sponsors with individually designed plans can convert to a pre-approved plan now that the IRS determination letter program has ended. Read more >
Most Investors Would Be Happy to See New Fiduciary Standard
Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice.  Read more >
2017 PLANADVISER Adviser Value Survey
Our latest survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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