Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 11th, 2017
Brown University Latest Target for 403(b) Lawsuit
With wording that seems to be duplicated from filings against other higher education institutions, a complaint has been filed against Brown University and fiduciaries of its Deferred Vesting Retirement Plan and Legacy Retirement Plan. Read more >
DCIO Industry Snapshot
In terms of products and services DCIO providers are delivering to retirement-specialist advisers, respondents report a 16.8% increase in manager research offerings, a 17.7% jump in training for DC plan sales/service staff, and a 10.9% boost in plan benchmarking services. On the other side, providers report a 22% drop in the offering of target-date fund evaluation tools. Read more >
401(k) Rollovers to IRAs
On and after June 9, you will engage in a fiduciary act under ERISA when you recommend that an ERISA plan participant take a distribution and roll it over to an IRA. This means you will need to adhere to ERISA’s prudent man standard and duty of loyalty. Read more >
Are Providers Doing Enough?
“With one in three Americans having zero saved for retirement, it is hard to say that we as a nation are preparing people successfully for retirement,” says Rick Irace, chief operating officer at Ascensus in Dresher, Pennsylvania. “As providers, we have been charged with this noble cause. We are not doing enough.” Read more >
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Many Retirees Spending More Than They Expected
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Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits
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First Deadline Looming for SEC Electronic Disclosure Compliance
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2019 Planning for DC Plan Clients
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Bristol-Myers Squibb to Terminate $3.8 Billion Pension
Sponsored message from MetLife
Stable Value Outperforms Money Market
Click to see Video. Read more >
Is 70 the New 65?
Is 70 becoming the new 65? CareerBuilder asked this question in a survey of Americans ages 60 and up. Thirty percent said they plan to retire at 70 or even older, and 20% expect to never retire. Read more >
Fiserv and Vestwell Announce Integration
The companies hope to enable financial advisers to access retirement planning and wealth management tools on a single platform. Read more >

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

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

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