Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 10th, 2016
DC Industry Leader Warns Lawmakers Against ‘Snapshot’ Mentality
Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning major reforms. Read more >
Expectations from Washington for Retirement Plans
ERISA litigation expert Rich McHugh discusses proposals in Congress and regulatory initiatives that will affect the retirement plan industry. Read more >
Referrals and Personal Relationships
Industry experts talk pros and cons of taking on a retirement plan from someone you know.  Read more >
Clients Need to Know All Choices When Making Fee Decisions
Retirement plan fee litigation has heightened plan sponsors’ interest in their fiduciary responsibilities regarding fees, noted Michael Sasso, partner and co-founder of Portfolio Evaluations, Inc. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Fiduciary Breaches by Others
Experienced ERISA attorneys Joan Neri and Fred Reish discuss how recent litigation suggests both fiduciary and non-fiduciary advisers need to have a basic understanding of the fiduciary and prohibited transaction rules. Read more >
Political Volatility Starting to Concern U.S. Advisers
Beyond the constant concerns of managing portfolio efficiency and responding to participants’ fears of market losses, advisers are increasingly concerned about the political and regulatory landscape.  Read more >
PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
Hooker & Holcombe’s investment advisory group, recognized in the small team category, is focused on one thing: exceeding its clients’ expectations. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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