Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 30th, 2016
From the Magazine: Under Armor
Even long-time ERISA attorneys experience moments of exasperation when considering the way plaintiffs are bringing more and more suits against retirement plans—raising challenges that scrutinize all areas of running a plan and question the most common business practices. Read more >
Self-Dealing Suit Settlement Reached by Aegon and Transamerica
Under the terms of a proposed lawsuit settlement, Transamerica will have to make structural changes in the way it runs its own retirement savings plan, including changing how fees are calculated. Read more >
Mandatory RIA Succession Planning in the Works at SEC
The Securities and Exchange Commission is proposing a new rule and rule amendments under the Investment Advisers Act of 1940 aimed at bolstering advisory industry succession planning. Read more >
Pre-Retirees More Concerned Than Retirees About Long-Term Care
Sixty-nine percent of pre-retirees, those workers age 45 and older, are worried about long-term care and inflation, slightly more than the rate of concern for current retirees.  Read more >
‘Secure Act 2.0’ Likely to Become a Reality
RIA Aggregators Aim for Small-Plan Market Expansion
10th Circuit Affirms Great-West Fee Suit Dismissal
T. Rowe Price CEO Change Reflects Financial Industry Trends
Scrutinizing TDFs and Considering Balanced Funds
Fellow of Society of Actuaries Suggests New Retirement Spending Rule
Evan Inglis says his new rule recognizes the lower level of returns we are likely to experience in coming years due to low interest rates and other factors such as demographic trends. Read more >
A Solution for Including More ETFs in DC Plans
ETFs are inexpensive, have no sales or service fees, and no surrender penalties, so, considering the DOL conflict of interest regulations, it would seem they would become popular, suggests Bob Ward with Vertical Management Systems. Read more >
DC Plan Participants More Diversified in Investments
Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo’s book of business. Read more >
Advicent Launches ‘Narrator’ and ‘Navigator’ Advice Tools
The new adviser support tools from Advicent are aimed at helping firms respond to the Department of Labor’s fiduciary rulemaking. Read more >
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