Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 5th, 2017
2017's Most-Clicked Stories
Here we present the most-read articles published on PLANADVISER.com so far in 2017. Likely surprising to very few regular readers of this newsletter, the DOL fiduciary rule, along with developments at the SEC and in the federal district/appellate courts, have clearly generated the most interest. These storylines are sure to further dominate the retirement industry conversation during the rest of the year—so stay with PLANADVISER for the latest news and research. 
Delay Seems Likely, But Confusion Remains on DOL Fiduciary Rule Future
Conflicting media reports have started to circulate, some to the effect that a delay of the DOL fiduciary rule has already been effectuated—others that are more skeptical this is even possible. Read more >
Self-Dealing Lawsuit Filed Against Charles Schwab
The complaint alleges that defendants “reaped significant fees and profits at the expense of the plan and its participants.” Read more >
Few Millennials Making Recommended 401(k) Contribution
Most Millennials are not contributing at least 15% of their income toward their 401(k) plans, but a majority are moving in the right direction, a new study finds. Read more >
Industry Groups Slam Trump, Acosta for DOL Fiduciary Rule Flop
Financial services industry lobbying groups quickly voiced surprise and frustration once confirmation emerged that the Trump administration will allow a strict new fiduciary standard to take effect. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
DOL Fiduciary Rule Delay Language Emerges
The new leadership at Department of Labor has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration and set to take effect next month. Read more >
Collective Investment Trusts Versus Mutual Funds
Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. Read more >
Sorting Out The Fiduciary Rule ‘Curveball’
The Trump Administration’s Department of Labor still has not amended or replaced the Obama-era fiduciary rule as it has pledged to do; it has simply issued a brief delay and some supplemental interim exemptions. Read more >
Prudent Default Can Include Lifetime Income Elements: DOL
An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter. Read more >
TIAA Loan Practices Questioned in Latest ERISA Lawsuit
A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back to her account. Read more >
Republicans In Congress Eye Retirement Account Tax Reforms
One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a number of provisions—good and bad—that alter the retirement system.” Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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