Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 27th, 2017
Court Again Dismisses ERISA Complaint Against Disney
The second amended complaint in a lawsuit accusing the Walt Disney Company of wrongdoing under ERISA fails to plausibly demonstrate that fiduciary breaches occurred, a district court ruled. Read more >
DOL Aims For A More Advanced Research Effort
The DOL’s Employee Benefit Security Administration hopes a new initiative will help it “overcome the limitations seen in existing data collection activities.” Read more >
IRS Suggests Two Ways for Determining Loan Amounts Available to Participants
The agency offers two examples for determining the highest outstanding loan balance in the past year and says, “the law does not clearly preclude either computation.” Read more >
Business Owners Confused About State Plans for Private Workers
Small-business employees in Connecticut will soon be able to access retirement planning services administered by the state, and their employers have a variety of opinions about what this mean. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Congressional Democrats Continue Push on Butch Lewis Act
Education on Lifetime Income Needed in Not-for-Profit Sector
New Mortality Tables to Increase PBGC Premiums Significantly
The IRS’s proposed increases in mortality assumptions will raise PBGC premiums for single-employer pension plans from $8.6 billion to $9.6 billion. Read more >
Financial Wellness Benefits Key to Employee Retention
A new survey by CFO Research and Prudential finds most financial executives believe a financially secure workforce has a major positive effect on their bottom line. Read more >
Study Finds Mismatch on Millennials' Goals and Savings for Them
One behavior that could hold Millennials back is a preference to save cash for a rainy day rather than invest for the future, a survey finds. Read more >
Thinking Efficiently In The Micro Market
Once a plan exceeds 100 participants, a financial audit must be filed along with a Form 5500. Here, advisers can help retirement plans find a qualified auditor and guide them along the audit process. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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