Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 6th, 2016
Lawsuit Accuses American Century of Self-Dealing in 401(k)
The complaint says the retention of American Century’s proprietary mutual funds in its own 401(k) has cost plan participants millions of dollars in excess fees. Read more >
Fujitsu Faces 401(k) Lawsuit by Participants
In addition to calling Fujitsu’s 401(k) the most expensive large plan in the country, the lawsuit calls out the defendants design and implementation of custom TDFs. Read more >
Developing 403(b) Service Strategies Now May Pay Off
Some DC plan providers see big opportunity ahead in helping higher education institutions prepare their workforces for retirement via 403(b) and 457 plans. Read more >
From the Magazine: Taking the Pulse
For the past 15 years, Strategic Retirement Group of White Plains, New York, has been surveying its clients directly, says David Hinderstein, president. “The No. 1 reason is to know what they are thinking about us and, No. 2, to get their feedback on how we could perform services better,” he says. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Advisers Under Armor
There has been nothing short of a furious pace in the filing of new lawsuits under ERISA in the last year. Some of the latest suits take novel approaches, calling into question the most basic assumptions that service providers have relied on when assessing questions of fair client costs and value. Read more >
2016 PLANADVISER Defined Contribution Investment Only Survey
Our latest DCIO survey shows ongoing development in the way providers work together to deliver service to plan participants. For example, DCIO managers today have selling agreements with an average of 62 recordkeeping platforms, down substantially from 76 in 2014. Read more >
LIMRA LOMA SRI Launches Fiduciary Training Course
According to LIMRA LOMA Secure Retirement Institute, nearly three in four DC plan providers believe they will need to train their employees about the new DOL fiduciary rule. Read more >

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

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

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