Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 15th, 2016
Lehman Brothers Again Found Not Liable in Stock Drop Suit
The 2nd Circuit used the same logic in prior decisions to determine plaintiffs had not proven Lehman plan fiduciaries violated the Employee Retirement Income Security Act. Read more >
How to Handle Clients' DB Taxes During Phased Retirement
New guidance from the IRS details when and how defined benefit annuity payments are taxed when retirement comes in steps. Read more >
Factors Converging to Drive Growth in ETF Use
Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows. Read more >
Certain DB Interest Rate Assumptions Updated By PBGC
New guidance from the Pension Benefit Guaranty Corporation updates interest rate assumptions programmed into key regulations on benefits payable in terminated single-employer plans and the allocation of assets in single employer plans. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
2016 PLANADVISER Adviser Value Survey
Nearly half of plans with an adviser have auto enrollment, compared to 39.6% of plans without an adviser, and auto enrollment is more likely to be in place with a fiduciary adviser. Read more >
Mercer Updates Website for Employee Total Wellbeing
The updated site has been designed to support employees’ specific health-, wealth-, and career-related goals, available from any mobile device or computer. Read more >
ERISApedia Debuts Data-Mining Tool
Among other features, the tool enables financial advisers to search Form 5500 data, along with the 5500 Schedule of Assets contained in the 5500 attachments, for specific assets or categories of assets. Read more >
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