Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 27th, 2016
High Court Decision Could Have Implication for ERISA Litigation
Spokeo Inc. v. Robins was already referenced in an order by the Supreme Court remanding the Verizon pension risk transfer lawsuit back to an appellate court. Alerts from law firms suggest the decision will impact other ERISA litigation as well.  Read more >
‘Unfair’ ESOP Valuations Drive $7M Settlement with EBSA
The alleged violations occurred when executives authorized the plan’s purchase of company stock for an amount “far higher than the stock’s fair market value.” Read more >
Help Boost Client Outcomes with Debt Coaching
A new PSCA survey finds many Millennial employees say student debt keeps them from saving for retirement—and even older workers widely carry at least some student debt. Read more >
Principal Offers Paper Discussing In-Plan Deferred Annuities
Written by Bruce Ashton of Drinker, Biddle & Reath, the paper discusses how an in-plan deferred income annuity retiree risks, and what steps a plan fiduciary should take to research options and make a prudent decision. Read more >
Hardship Withdrawal Changes Included in Budget Deal
2018 TOP 100 Retirement Plan Advisers
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
Retirement Planning More a Focus for Those Participating in Retirement Plans
Robo-Adviser Tech Enthusiasts Report Less Provider Trust
Workers Envisioning a Working Retirement
Employees globally are looking for more flexible retirement arrangements from employers and for governments to shore up Social Security programs. Advisers have an opportunity to help the transition.  Read more >
Simplicity and Nudges Can Help Employees Become Habitual Savers
New research from Transamerica Center for Retirement Studies and the Aegon Center for Longevity and Retirement illustrates the importance of habitual saving and opportunities that can nudge or inspire non-savers to start saving. Read more >
Join Our Upcoming PLANADVISER Fiduciary Rule Webcast
Our April 20th webcast for plan advisers offered a first-look at the results of the DOL’s final fiduciary regulations. As expected, a significant number of advisers tuned in. As a follow-up, our panel of experts will address some of the key questions that were submitted during that forum. Sign up here for the June 1st event. Read more >
Investment Product and Services Launches
Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short Fund; GSAM makes progress on planned merger of the Madison Target Retirement Funds into a new series of GS Target-Date Portfolios.   Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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