Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 6th, 2017
Will Your Plan Sponsor Clients Attend PSNC 2017?
Plan sponsors from across the U.S. will gather in Washington D.C. this week for the annual PLANSPONSOR National Conference—presenting a tremendous opportunity for client networking and shared problem solving. There’s still a little time left to sign up! Read more >
SCOTUS Endorses Broader Understanding of ‘Church Plans’
Following oral arguments in March in the cases of Advocate Health Care Network v. Stapleton, St. Peter’s Healthcare System v. Kaplan, and Dignity Health v. Rollins, the U.S. Supreme Court found plans maintained by principal-purpose organizations qualified as “church plans.” Read more >
Amended Excessive Fee Suit Against Chevron Dismissed
U.S. District Judge Phyllis J. Hamilton in the U.S. District Court for the Northern District of California found that for repeated claims the plaintiffs failed to correct the deficiencies in the original compliant identified by the court in its prior order dismissing the suit. Read more >
UBS Signals Commitment to Asset-Based Compensation
UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Protecting Elderly Clients From Financial Abuse
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
Nearly Half of Large Plan Sponsors Tracking Retirement Readiness
Ninety-nine percent believe they have a responsibility to help their employees prepare for retirement.  Read more >
Fiduciary Benchmarks Launches IRA Benchmarking Service
Fiduciary Benchmarks is planning to launch a series of services in response to the DOL’s conflict of interest rule. Read more >
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