Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 25th, 2016
Advisers Compete With Internet for Investment Advice to Participants
A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants. Read more >
DOL Accuses Firm of Prohibited Retirement Plan Loans
The suit alleges a law firm president and owner caused the company’s retirement plan to loan thousands of dollars to real estate deals he controlled. Read more >
Guide to Delegated Investment Management Issued
Willis Towers Watson says delegation, i.e. turning over certain administration or compliance functions to a third party, isn’t always a simple outsourcing solution. Read more >
Retirement Industry People Moves
Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution. Read more >
Basic Training
The Department of Labor is beginning to examine the training of plan committee fiduciaries, which is why advisers should consider helping plan sponsors with this task. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from J. P. Morgan Asset Management
Leverage the power of re-enrollment to drive change
Today’s special edition focuses on helping plan sponsors get participants on the right investing path with re-enrollment—a powerful tool that can help improve retirement outcomes.  Read more >
The Appeal of CITs
Transparency, lower fees and customization are spurring growth of collective investment trusts (CITs) in the retirement plan space. Read more >

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

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

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade