Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 29th, 2016
DOL Seeking Nearly $6M from ESOP
A federal lawsuit alleges actions taken by fiduciaries resulted in losses exceeding $5.9 million to the Triple T Transport Inc. Employee Stock Ownership Plan. Several service providers are also called out by name. Read more >
More Small Businesses Improving DC Plan Design
Increasingly, participants are being directed into default investments selected by the small business plan sponsors Vanguard serves. Read more >
Retirement Income Calculators Differ Widely
Corporate Insight analyzed the retirement calculators of 12 financial institutions—six of them retirement plan recordkeepers and six not—and despite inputting the same data points for each, found exceptionally different results. Read more >
Study Finds Listed equity REITs Top Performers in Pension Plans
If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT and hedge fund allocations over the 1998 through 2014 period, at the end of 2014, they would have had plan asset balances that were 2% larger, the study report suggests. Read more >
Wait, SECURE 2.0 Might Not Pass?
Asset Managers Scramble to Offer In-Demand Investment Vehicles
401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
A Reminder to Avoid Fraudulent Hardship Withdrawals
The View on Retirement in Washington Is Changing
In conversation with Anne Lester, one of J.P. Morgan’s leading voices on public policy, we hear about the growing sense of urgency she sees in Washington to help more people prep for retirement.   Read more >
From the Magazine: Taking the Pulse
Being in a hands-on, detail-oriented service business, many retirement plan advisers may think they know all there is to know about their plan sponsor clients. However, plan sponsors may not always be forthcoming about reservations they may have or, for that matter, services they appreciate. Read more >
Pershing Adds Five Recordkeepers to Retirement Plan Network
Pershing LLC, a BNY Mellon company, has added five new recordkeepers to its Retirement Plan Network. Read more >
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