Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 7th, 2017
Window Opens to Submit Fiduciary Rule RFI Responses
With its publication in the Federal Register, the DOL’s request for information regarding its implementation (or not) of the fiduciary rule is officially open for public comment. Read more >
Cerulli Measures Mutual Fund Subadvisory Marketplace Evolution
Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers. Read more >
IRS Makes Effort to Encourage Use of Pre-Approved Plans
The agency has made changes to its opinion letter program for pre-approved retirement plans Read more >
Employers Are Looking for New and Innovative Benefits
An increased interest among employees for a full suite of health and financial wellness benefits is sparking employers’ interest. Read more >
Investment Products and Service Launches
BlackRock Moves Listing Venue for 50 iShares ETFs; Nuveen Enters Closed End Fund Merger. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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