Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 28th, 2016
ICI Supports Bills Against Fiduciary Rule
In a letter to lawmakers, ICI’s president urged Congress to support bills that offer a different way to implement a best interest standard. Read more >
Fifth Third Standard Applies to Closely Held Company Stock Suits
A district court judge said her reading of the U.S. Supreme Court’s decision in Fifth Third v. Dudenhoeffer does not preclude application of the “alternative action” standard to closely held companies. Read more >
Charles Schwab Stops Purchases of Load Mutual Funds
As of May 2, Charles Schwab clients will no longer be able to purchase Class A Load mutual funds. Read more >
Participants Report Low Levels of Trust
Trust in one’s respective retirement plan recordkeeper held steady in the last year, but it’s still relatively low.  Read more >
Majority of Millennials Receive Financial Support From Parents
The younger generation wants help with financial planning and investing, but tends to rely on friends and family for advice rather than working with an adviser. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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PBGC Hopes to Introduce Late Premium Penalty Reductions
The Pension Benefit Guaranty Corporation is proposing to cut penalties for late payment of premiums in an effort to reduce costs and make it easier for plan sponsors to maintain traditional pension plans. Read more >
J.P. Morgan Underscores Value of Re-Enrollment
The firm has issued a white paper in honor of the 10-year anniversary of the PPA. Read more >
Research Library Compiles Asset International Data
Asset International, publisher of PLANADVISER and PLANSPONSOR, has launched a new research library compiling data and analysis from across its global media and analytics businesses. Read more >
Principal, Groom Law Explain New Fiduciary Rule
“Like advisers, our goal is to minimize disruption for plan sponsors as we work to understand the impact of the new fiduciary regulation,” says Greg Burrows, senior vice president of retirement and income solutions at Principal. “We all want to help separate the facts from the myths in this changing environment.” Read more >
PRI Offers Compliance Resource to LPL Advisers
RetirementAdvantage is now available through LPL’s Vendor Affinity Program. Read more >

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

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

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