Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 11th, 2017
Another Health System Settles Church Plan Challenge
The lawsuit challenges the status of the pension plans of Franciscan Missionaries of Our Lady Health System. Read more >
RIA M&As Hit Record in First Quarter
There were 44 transactions in the first quarter, up 29% from 34 in the first quarter of 2016. Read more >
Managed Accounts Evolving in DC Space
Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. Read more >
CUNA Mutual Offers Unbundled Recordkeeping Services
CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Assessing Independence
Many advisers would rather venture on their own than affiliate with a B/D. Read more >
Turning Virtual Contacts Into Real Clients
How to get the most from your social media efforts. Read more >

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

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

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