June 28th, 2016

Great-West Annuity Challenge Certified as Class Action According to the court opinion, as of November 2015, there were more than 270,000 ERISA plan participants in 13,600 retirement plans invested in the fund at issue in the lawsuit. Read more > Supreme Court Denies Petition for GM 401(k) Company Stock Case An appellate court’s dismissal of a lawsuit against State Street Bank and Trust Company over its handling of the employee stock ownership portion of General Motors 401(k) plan still stands. Read more > The New and Improved Target-Date Fund Every product introduced goes through a time of development and improvement—consider the evolution of computers and cell phones. The same is true with target-date funds. Read more > Federal Thrift Savings Plan Offers Important DC Education Lessons A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of DC plan populations with genuine financial expertise. Read more > MOST READ ARTICLES

Webcast Information: Stable Value Versus Money Market as a Capital Preservation Option Join us Wednesday, June 29 at 12:00 p.m. EST for a detailed comparison of stable value and money market funds, and why now is a prudent time for your plan sponsor clients to reconsider the capital preservation position on the defined contribution plan investment menu.  Read more > Americans Worried About Funding Longevity Americans surveyed said they would be more willing to seek help from a financial professional if he or she helped them find solutions that could create guaranteed income for life and helped plan for and fund a longer life. Read more > Active Mutual Fund and ETF Market Share on the Decline The market share of actively managed mutual funds and exchange-traded funds has been on the decline in recent years, falling from 77% in 2011 to 69% in 2015, according to Cerulli Associates. Read more > 2016 PLANADVISER Defined Contribution Investment Only Survey The largest DCIO manager in the survey is BlackRock, with $630.2 billion in assets; second is TIAA Global Asset Management – Nuveen, with $451.0 billion; and Capital Group/American Funds, with $274.3 billion, is third. Read more >

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