Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 30th, 2017
Secretary of Labor Gets Agreement from SEC to Review Fiduciary Rule
During a hearing, Acosta claimed that previously the SEC did not work jointly with the DOL on the rule. Read more >
Micro Plan Sues Nationwide Over Asset-Based Fees
According to plaintiffs, the plan’s small size and lack of expertise allowed Nationwide to assess an unreasonable asset-based fee for recordkeeping and administration. Read more >
ESOP Failed to Meet Burden of Proof in Suit Against Transactional Trustee
A U.S. appellate court had to resolve a dispute about whose burden it was to prove or disprove a fiduciary breach before deciding on the case. Read more >
Investment Products and Service Launches
Goldman Sachs Launches New ActiveBeta ETF; WisdomTree Sprouts New Smart Beta ETF; Manning & Napier Rolls out Disciplined Value CIT; and more. Read more >
MOST READ ARTICLES
1
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
2
DOL Announces Anticipated ESG Fiduciary Investing Rule
3
Retirement Industry People Moves
4
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
5
Calmer Summer Yields to Volatile Fall for U.S. Investors
Student Loans Stump Boomers
Thirteen percent of pre-retirees are paying back such loans Read more >
Helping Women Save
Calculators and automatici features can provide a real boost. Read more >
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