Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 21st, 2017
Merrill Lynch Reaches Tentative Settlement in ERISA Suit
Two years of litigation and negotiation later, the parties have reached a proposed agreement to settle the class action, valued at $25 million. The case itself is relatively straightforward in retirement industry standards and is being resolved following related action by FINRA.  Read more >
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >
Lawsuit Filed Against Washington University 403(b) Plan
In addition to alleging the St. Louis-based university allowed the plan to charge excessive fees, the lawsuit alleges the plan’s loan program violated ERISA prohibited transaction rules. Read more >
Top Advisers Let Tech Do the Heavy Lifting
“Advisers who embrace technology—especially solutions to more efficiently handle tedious recurring client-service tasks—are going to be the ones who scale, grow and ultimately win.” Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Education on Lifetime Income Needed in Not-for-Profit Sector
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Transparency Lagging in the Alternative Investment World
Transparency remains of growing importance for asset managers and institutional investors focused on alternative assets, but many are unsure of how to achieve it. Read more >
Prepare for Emerging Markets Divergence
Emerging market investors will need to focus on the cross-cutting themes, sectors and securities that drive investment returns, PGIM says. Read more >
ERISApedia Launches Benchmarking Tool
The tool will help advisers provide plan sponsors with relevant feedback about operational and performance comparisons to their peer group. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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