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 > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 Once They Catch On, PEPs Could Grow Exponentially

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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