Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 16th, 2015
Court Orders Trial to Determine Plan's Top Hat Status
The U.S. District Court for the Southern District of Texas has determined there is inconclusive evidence regarding whether or not a wealth accumulation plan offered to executives of RBC Capital Markets Corporation is a “top hat” plan—and is therefore exempt from certain ERISA provisions. Since the issue was not clear, the federal court said a related case must move to trial. Read more >
Social Security Quiz Stumps Most Americans
Most people flunked a 10-question quiz on Social Security commissioned by MassMutual. Just 28% of Americans received a passing grade when asked basic questions about Social Security, and only 8% said they are very knowledgeable about the key federal retirement income benefit. Read more >
Job Seekers Want a Retirement Plan
Nearly 80% of employees view benefits such as a retirement plan as being key considerations when accepting a new position, the ADP Research Institute found. However, only 50% of companies provide a retirement option. While some employers are concerned about cost and disinterest among management and employees alike, the size of the company itself may be another reason it does not offer a retirement savings vehicle. Read more >
Institutions Not Prepared for Tail Risk
Roughly two-thirds of institutional investors surveyed by AllianzGI think that tail risk has become an increasing worry since the financial crisis. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from Guardian
What’s Working & Not Working for 401(k) Small Plan Participants
The Guardian Small Plan 401(k) RetireWell Study 2.0 shows working Americans expect their 401(k) accounts to be a primary source of retirement income, but a lack of education creates missed opportunities. Download the free study to learn more.  Read more >
International Equity Posts Strong May Flows
International equity funds posted an impressive $25.9 billion inflow, while U.S. Equity funds saw monthly net outflows of $11.2 billion. The U.S. outflows were concentrated in actively managed mutual funds, while net subscription to passive funds was flat. Read more >
Pentegra Welcomes New Regional Director
In her new role, Laura Grassi will serve as regional director for qualified plan sales in New York City, Long Island and New Jersey for Pentegra Retirement Services. Read more >

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

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

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