Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 3rd, 2016
When a Fiduciary Files Bankruptcy
A plan fiduciary ordered to restore unremitted contributions to his now-defunct company’s retirement plan cannot discharge this debt in bankruptcy, a court has ruled. Read more >
PR Treasury Department Updates Form 5500 Treatment
The Puerto Rico Treasury Department recently changed the annual reporting requirements for employer-sponsored retirement plans. Read more >
Kodak Settles ERISA Stock Drop Suit
According to the settlement agreement, more than 21,000 class members will share in the nearly $10 million payment. Read more >
HSA Limits for 2017 Set by IRS
A wide swath of industry research has shown that advisory clients are concerned about the rising cost of health care in retirement; most are interested in learning more about tax-advantaged HSAs. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
PLANADVISER Top 100 Retirement Plan Advisers Profile of the Day
For a lot of workers in Florida, the only interaction they have with a financial adviser is through the retirement plan at their place of employment, explains Michael Clark, recognized in the individual category. “We take our job extremely seriously to educate these folks so they make better decisions when they invest for retirement.” Read more >
MassMutual Unveils Spanish-Language Financial Goal Calculator
MassMutual has introduced new financial and retirement calculators aimed at a Spanish-speaking audience. Read more >
Morningstar Launches Portal for Advisers
The mobile-ready portal includes customized reports of investors’ accounts and provides a more holistic view of their financial situations. Read more >
Basic Training
While there is nothing in ERISA that specifically requires fiduciary committee training, such training has come up in 401(k) lawsuits lately. In those cases, the fact that a committee has received fiduciary training has been viewed as favorable. Read more >
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