Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 16th, 2016
Advisers Already Moving to Overcome DOL Fiduciary Rule Challenges
“This is hardly the first time regulation will change the way advisers get paid and disclose important information to clients,” one industry executive observes, “so in that respect I am confident firms will be able to make it work under the new rule.” Read more >
Fiduciary Outsourcing Amid Regulatory Upheaval
While some in the investment management and retirement planning industries have fought back against the Department of Labor’s work to strengthen the definition of a fiduciary, just as many believe it could actually put retirement plan advisers, particularly those who offer fiduciary services, in a stronger position. Read more >
ABC Requests Meeting With IRS About New Mortality Assumptions
The American Benefits Council recently sent a letter to the Internal Revenue Service requesting a meeting to discuss allowing for more time before the new mortality assumptions used in defined benefit plans go into effect. Read more >
ESOP Fiduciaries Don't Escape Liability for Mispriced Stock Purchases
An appellate court agreed with a lower court that the fiduciaries failed to act in participants’ best interest and to monitor providers. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Protecting Elderly Clients From Financial Abuse
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
One in Seven Seniors Still in the Workforce
The average age at which U.S. workers expect to retire is 66, up slightly from about 64 years of age between 2004 and 2008. Read more >
Retirement Industry People Moves
Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. Read more >
PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
Plan Sponsor Consultants, recognized in the small team category, assists clients in delivering the highest quality retirement program by providing services that save time, help manage exposure to fiduciary liability, and address both IRS and DOL requirements. Read more >
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