Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 23rd, 2016
Retirement Advice Cuts Across the Political Spectrum
High-performing advisers at the J.P. Morgan DC Summit in New York widely hope the government will make retirement savings mandatory for at least some segments of the working population. Read more >
Fiduciary Breaches by Others
If you are an ERISA fiduciary to a particular committee, because you give it investment advice, you could be liable for damages resulting from the committee’s fiduciary breach under ERISA’s co-fiduciary liability rule. Learn how to mitigate the key risks.  Read more >
2016 PLANADVISER Adviser Value Survey
This year, to get a better measure of the role of retirement plan specialist advisers, we also examined how results varied when a plan had an adviser serving either as a 3(38) or 3(21) fiduciary and found marked improvements—particularly with respect to plan design, oversight and evaluation. Read more >
Helping 403(b) Clients Understand Universal Availability Rules
Failure to comply with universal availability rules is still one of the most common errors the Internal Revenue Service finds in examinations of 403(b) retirement plans. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from Oppenheimer Funds
Using Custom Target Date Funds in Defined Contribution Plans
As adoption of target date funds increases, DC plan sponsors should be aware of the fiduciary concerns and best practices associated with implementing them in their plan.  Read more >
Asset International Adds Two Market Intelligence Firms
Asset International, publisher of PLANADVISER and PLANSPONSOR and provider of data-driven business intelligence for the asset management industry, today announced plans to acquire Market Metrics and Matrix Solutions from FactSet. Read more >
Retirement Industry People Moves
Segal Group expands communications practice with new hire; Newport Group names leader of institutional sales; Voya Makes organizational changes, and more. Read more >

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

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

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