Week ending June 17th, 2016

NOTE FROM THE EDITOR

Happy Friday, readers! The PLANADVISER and PLANSPONSOR editorial teams want to share our sincere appreciation with all those who attended this week’s 2016 PLANSPONSOR National Conference, held for the first time in Washington, D.C. The attendees all deserve recognition for their tremendous engagement with our panelists and esteemed experts, turning this year’s conference into one of the most interactive and informative yet. Below you’ll find our initial conference coverage, with much more to come.

Editor's choice

PSNC 2016: DOL and IRS Audits

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire? Read more >

PSNC 2016: The 30,000-Foot View

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term. Read more >

PSNC 2016: CEO Roundtable

Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock. The panelists all have decades of experience in the industry, but all three agreed that right now is among the most exciting and fast-moving times they have seen for the DC world. Read more >

PSNC 2016: Fiduciary Rule Fundamentals

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare? Read more >

PSNC 2016: Washington Insights

Litigation is the main concern for DC plan sponsors right now, given the ever-increasing number of ERISA challenges. Read more >

MOST POPULAR STORIES

TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges

A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.

DOL Announces Anticipated ESG Fiduciary Investing Rule

Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.

Plaintiffs Claim Deloitte Breached ERISA Prudence Duties

Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.

Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns

The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’

Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

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