Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 12th, 2017
Plan Assets and Prohibited Transactions
If the alleged violation is said to be an Employee Retirement Income Security Act Section 406(b) violation, it is necessary to establish that at least one of the parties is a fiduciary and that plan assets were involved. The presence of plan assets will often be obvious—but not in all cases. Read more >
American Agrees to Pay $22 Million to Settle Proprietary Funds Case
The case accused American Airlines of including affiliated funds in its retirement plan investment lineup though they were more expensive and lower-performing than other funds. Read more >
Most Americans With Set Financial Goals Don't Forego Savings
Those who are progressing with their goals are more likely to have a retirement plan, life insurance and at least one investment account, Lincoln found in a survey. Read more >
TIAA Turns 100 Amid Retirement Market Evolution
As TIAA’s CEO for Institutional Financial Services reflects on the firm’s upcoming centennial anniversary, he’s confident Andrew Carnegie would be proud of where the company and its industry have come. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Education on Lifetime Income Needed in Not-for-Profit Sector
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from ASAE
A retirement plan created for organizations like yours.
Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent. Read more >
Free Guide Discusses Impact of Medicare on HSAs
HealthSavings Administrators, which created the guide with the help of an attorney, says its emphasis is on helping employees understand the value of HSAs as part of a comprehensive retirement planning strategy. Read more >
FeeX Releases Time-Saving Platform For Advisers
The new tool is said to provide a detailed analysis for 404a5 participant fee disclosure documents and other extensive forms. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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