Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 23rd, 2017
Voya Wins Dismissal of Suit Over Advice Service Agreement
The lawsuit challenged fees Voya Retirement Advisors received when using Financial Engines to provide investment advice to retirement plan participants. Read more >
ERISA Suit Challenging Fidelity Stable Value Decisions Dismissed
The underlying lawsuit accused the firm of failing to monitor an affiliate charged with overseeing a stable value fund offered as an investment option in 401(k) plans for which Fidelity was trustee. Read more >
Fiduciary Compliance Remains a Squishy Concept
Content, context and presentation are now the important factors in determining whether a particular activity represents fiduciary advice—but that could change. Read more >
Targeted Communication Driving Deferral Rates
Ascensus found that employees who decided to enroll in their employers’ retirement programs after receiving targeted communication deferred on average 6.24% of pay. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
HSA Knowledge Gap Offers Clear Adviser Service Role
Analysis Reveals Drivers of DC Plan Health
Wells Fargo discusses best practices it found has improved the health of DC plans over the years. Read more >
Public Employees Not Confident About Retirement
The overwhelming majority worry that they will run out of money in retirement. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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