Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 1st, 2017
DOL Takes Fiduciary Responsibilities Seminar to Cleveland
The DOL says the seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Read more >
Wells Fargo Proprietary TDF Suit Dismissed
A federal district court judge has granted Wells Fargo’s motion to dismiss a lawsuit accusing it of self-dealing and imprudent investing of its own 401(k) plan’s assets by funneling billions of dollars of those assets into Wells Fargo’s proprietary target-date funds (TDFs). Read more >
Recordkeeping Market Evolution Marches On
Anyone working in the retirement planning marketplace will have heard about recordkeeping margins being pushed to the floor—so why are some firms confidently doubling down? Read more >
Income and Investment Gaps Face Gen X
Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called the “sandwich” generation, should be analyzed on its own. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
PSNC 2017 Preview: Correcting Common Plan Errors
Learn about the most common plan errors and how plan sponsors can correct them under the IRS Self-Correction Program. Read more >
Millennials Have Lofty Retirement Goals
They are saving aggressively to retire early, despite obstacles, and they are actively seeking information to guide their financial decisions. Read more >
Gen X in Need of Financial Wellness Attention
Providing access to one-on-one financial planners who can create a customized plan for employees can help employees gain confidence in their financial well-being. Read more >
Shareholders Service Group Adopts Advicent Tech
The new partnership shows brokerage firms serving RIAs are committing to delivering new fiduciary-minded technologies, especially scalable personalized advice solutions. Read more >
Health Equity Solution to Integrate 401(k)s and HSAs
HealthEquity’s new services will aim to combine wealth and health management for participants. Read more >

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

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

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