Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 15th, 2017
Plaintiffs and TIAA Reach Settlement in ERISA Challenge
The settlement agreement delivers millions of dollars in compensation to TIAA employees, as well as non-monetary settlement provisions, while insulating the firm from further claims along these lines. Read more >
Participants Can Move Forward With Excessive Fee Claims Against Emory
A federal judge agreed with the 403(b) plan participants on many points, but agreed with Emory University that offering a wide range of investment options does not hurt participants. Read more >
Merrill Lynch Signals More Flexibility in Fiduciary Rule Response
The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued this week with the news that ML advisers will retain some access to commission-based IRAs. Read more >
Participants Investing in HSAs Not Cutting Back on 401(k)s
Most participants are taking advantage of the combined benefits an HSA and 401(k) have to offer, but there is still a gap in knowledge of HSA basics among several participants. Read more >
SECURE Act's House Passage Brings Test of Congressional Mediators
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Product Development Moves Beyond the 401(k) Plan
Sponsored message from ASCENSUS
Saving for College and Healthcare: New Markets, New Opportunity
Watch the video with Ascensus CEO Bob Guillocheau in which he highlights data that shows more Americans are leveraging 529 plans and health savings accounts to help cover rising tuition and health care costs. Read more >
Cetera Introduces My Advice Architect
The tool brings Cetera’s three core adviser-driven investment programs together on the same technology platform. Read more >
Retirement Industry People Moves
Financial Independence Selects FSC as Broker-Dealer; Huler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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