PLANSPONSOR Weekend Newsdash
Week ending May 27th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! We hope many of you are planning for a three-day weekend to celebrate Memorial Day; unfortunately the top-clicked articles this week don’t make for very relaxing reading. Another round of ERISA litigation has been filed, including an excessive fee suit targeting a $9 million ‘micro plan.’ In this week's editor's picks, our expert columnists provide the insights you need to protect your clients. *Please note, we will be back Tuesday with the latest industry news.*
Editor's choice
Fred Reish and Joan Neri: ERISA Vista
Fred Reish, chair of the Financial Services ERISA practice at the law firm Drinker, Biddle & Reath, and Joan Neri, counsel on Groom’s Employee Benefits and Executive Compensation Practice Group, field pressing compliance questions from readers and clients—with a recent focus on the DOL fiduciary rule.  Read more >
Marcia Wagner: Fiduciary Fitness
Marcia Wagner, ERISA expert and founder of Wagner Law Group, digs into the latest litigation and legislation of import to employer-sponsored retirement plans. Recent topics range from “The New Fiduciary Rule and Annuities” to “Expanding Coverage via State Plans.” Read more >
David Kaleda: Compliance Consult
David Kaleda is a principal in the Fiduciary Responsibility practice group at the Groom Law Group. His writing complements our other columnists and considers the art of managing requirements from the SEC, FINRA, DOL and all the other regulators watching over the ERISA industry.  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 >
2016 PLANADVISER National Conference
We’re hard at work planning the upcoming PLANADVISER National Conference, which will mark the PLANADVISER publication’s 10th anniversary. We’ll hear from some of the top compliance experts in the country during the September conference.  Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Congressional Democrats Continue Push on Butch Lewis Act

The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

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

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

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