Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 6th, 2017
DOL Files Fiduciary Lawsuit Brief Defending Advisory Market Authority
The DOL argues it must not lose its broad authority to regulate the workplace retirement planning market—notwithstanding the fact that it may very well decline to aggressively enforce the fiduciary rule under President Trump. Read more >
Non-ERISA 403(b) Conflict-of-Interest Rule Passed in Conn.
Certain providers to non-ERISA 403(b) plans must now disclose conflicts-of-interest. Read more >
Money Market Returns Challenged In Latest ERISA Suit
The suit, Barrett vs. Pioneer Natural Resources, was filed in the U.S. District Court for the District of Colorado and calls out the firm’s offering of both stable value and money market funds. Read more >
2017 Cumulative List for Pre-Approved Plans Issued
Cumulative Lists identify changes in the qualification requirements of the Internal Revenue Code that are required to be taken into account in a pre-approved plan document submitted under the pre-approved plan program administered by the IRS and that will be considered by the IRS for purposes of issuing opinion letters. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Sponsored message from MetLife
Stable Value Outperforms Money Market
Click to see Video. Read more >
Most Advisers Handling Implementation of Fiduciary Rule Well
Some firms also report handling certain rule preparations or implementation activities poorly in some ways and well in other ways. Read more >
Expanding Savings Options
Some companies employ specialized talent that is difficult to retain or recruit. Adopting a nonqualified plan tailored to unique groups of individuals can help sponsors address this problem—and is a solution advisers can present. Read more >
Plan Assets and Prohibited Transactions
Determining what are plan assets is not as easy as it seems. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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