Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 5th, 2017
Court Finds Starwood 401(k) Excessive Fee Claim Plausible
Of five claims that Starwood Hotels breached its fiduciary duties to its 401(k) plan, a district court judge has moved one forward. Read more >
Senate Echoes House Votes to Remove State-Plan Safe Harbors
The Senate has passed legislation mirroring House-approved measures that will eliminate the Obama-era DOL rules regarding exempting state- and municipality-run retirement plans from ERISA. Read more >
Willis Towers Watson Aims to Bust Myths About OCIOs
Outcomes from using an OCIO have been generally positive and have the potential to improve DB plan funded status, particularly in volatile market conditions, the firm says. Read more >
TradePMR Takes on FinScore Pro
The digital solution will allow advisers to help visualize their risk tolerance alongside recommended portfolio allocations. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Asset Manager Competition Is Good for Clients
Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers. Read more >
Retirement Savings Accounts a Planned Major Source of Retirement Income
Retirement savings accounts and Social Security are the top two sources of income that today’s non-retirees expect to rely on the most. Read more >
Generation Z Showing Better Financial Behaviors Than Millennials
Among those ages 14 to 21 surveyed, some are already saving for retirement, and many plan to not go into debt for college. Read more >
Investment Products and Service Launches
Franklin Templeton Launches Strategic Beta ETFs; Vanguard Reduces Expense Ratios on Stock and Bond Funds; and Thornburg Investment Management Opens Fixed Income Product to U.S. Investors. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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