Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 21st, 2017
CVS Wins For 3rd Time in Fiduciary Breach Challenge
ERISA lawsuits often see a number of rulings, appeals and modifications before reaching a final conclusion—and the matter of Barchock vs. CVS is no exception. Read more >
Millennials Display Outsized Return Expectations, Desire for Advice
Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan. Read more >
TIAA TDFs Aim for Direct Real Estate
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments. Read more >
Investment Products and Service Launches
Conway Acquires Alternative Investments Platform; and ActiveAllocator Enhanced with TradeIt. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Editor’s Note: DCIO Survey Is Underway
The PLANADVISER Defined Contribution Investment Only survey is underway! This survey of DCIO providers examines the status of the current industry and this year will also include a feature story on the future of DCIO. DCIO firms can take part here and can contact Quinn Keeler at for more information or Mike Garity at for advertising information. The deadline for responses is April 28. Read more >
Institutional Investors Say ESG Helps With Returns and Volatility
However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds. Read more >
Fiduciary Education Course for Plan Sponsors Launched
Plan sponsors learn about topics covering fiduciary responsibilities, hiring and monitoring service providers, and understanding fees. Read more >
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