Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 26th, 2017
Advisory Firm Dodges ERISA Suit Against BB&T
In the underlying complaint, the advisory firm was lumped together with the plan sponsor/recordkeeper and accused of permitting fiduciary breaches under ERISA. Read more >
Sorting Out The Fiduciary Rule ‘Curveball’
The Trump Administration’s Department of Labor still has not amended or replaced the Obama-era fiduciary rule as it has pledged to do; it has simply issued a brief delay and some supplemental interim exemptions. Read more >
Income and Investment Gaps Face Gen X
Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called the “sandwich” generation, should be analyzed on its own. Read more >
2017 PLANADVISER Adviser Value Survey
Our latest proprietary survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial. Read more >
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
Nearly Three-Quarters of Boomers Want to Delay Retirement
Many Americans Would Forego Social Security Payments for Student Loan Debt Forgiveness
DISRUPTION: Insider Service and Strategy Talk With PGIM
Most IRA Assets Flow From Employer Plans
A new study by the Center for Retirement Research explores the modern state of the individual retirement account and those who invest in it. Read more >
Parents Often Unaware of Options to Help With Student Loan Debt
Twenty-seven percent of parents surveyed say they have withdrawn from retirement savings to help cover student loan payments. Read more >
Trump Order and Employee Benefits
Will the updating of existing regulations be treated as new regulations? Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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