Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 28th, 2017
Another Lawsuit Filed Against Washington University in St. Louis
This is the second lawsuit filed this month against the university regarding excessive fees in its 403(b) plan. Read more >
Investors Want Advisers Who Work in Their Best Interest
Eighty-three percent of advisers believe a fiduciary standard will benefit the growth of their practice, regardless of the status of the DOL rule. Read more >
Financial Help From Employers Desired by Majority of Employees
Feeling behind on retirement savings and facing debt, more than half of Americans polled said they wish their employer would offer financial help. Read more >
Investors Younger Than 30 Confident About Retirement
Eighty-five percent believe they will be able to have the lifestyle they aspire to in retirement. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
Protecting Elderly Clients From Financial Abuse
Cafaro Greenleaf Offers Investment Selection and Monitoring Report
The system engages fiduciaries and advisers throughout the process, allowing them to see their plan investments and understand why each fund is becoming more or less aligned with their needs. Read more >
Morningstar Analyzed HSA Plan Providers
The results of analysis shows there is room for improvement for HSAs, both as investing vehicles and spending vehicles. Read more >
Small 401(k)s Adopting Best Practice Plan Designs
In addition, Vanguard found an increasing influence of financial advisers catering to the small business 401(k) market. Read more >
Voya Launches Retirement Plan Check-Up Report
“Plan advisers can also use this as a tool to deepen relationships and continue to add value to a sponsor,” says Charlie Nelson, CEO of Retirement for Voya Financial. Read more >
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