Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 26th, 2016
Fidelity Targeted in Fee Suit Over Advice and SDBA Offerings
The lawsuit alleges that, in order to be included as the investment advice service provider on Fidelity’s platform, Financial Engines agreed to pay—and is paying—Fidelity a significant percentage of the fees it collects from 401(k) plan investors. Plaintiffs say these fees are not being paid for any substantial services.  Read more >
Lessons for Long-Term Investors from Active Stock Pickers
Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the latest market trends. Read more >
Sponsors Fail to Measure Retirement Readiness Success
There is also a disconnect between what sponsors think participants want from them and how much more proactive participants would like their employers to be. Read more >
Saint Francis Reaches Settlement in Church Plan Case
Saint Francis Hospital, one of many health care organizations that have been sued over the “church plan” status of their pensions, has agreed to a $107 million settlement of its case. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from T. Rowe Price
Deliver financial wellness expertise with limited time and resources.
Help employers pinpoint unique financial wellness needs and determine an action plan. Read more >
Take PLANSPONSOR’s 2016 Survey of Third Party Administrators
PLANSPONSOR magazine is conducting this survey to provide retirement plans and their advisers a sense of the employer-sponsored retirement plan TPA market. Follow the link to participate and for more information.  Read more >
Asset Owners Looking to Use Smart Beta Solutions
The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners. Read more >
From the Magazine: Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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