Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 14th, 2017
EBSA Fraud Investigation Leads to Lengthy Prison Sentence
A Department of Labor investigation found evidence that $5 million, including retirement plan assets covered by ERISA, was inappropriately diverted and used to pay various business and personal expenses. Read more >
Vermont Passes Bill to Implement State-Run Retirement Plan for Private-Sector
The bill would implement a voluntary retirement program for businesses with 50 or fewer employees. Read more >
Some Members of Gen X, Y Are Maxing Out Their 401(k)
To do so, they are making financial sacrifices. Read more >
Gen X Investors Describe Serious Financial Stress
FICO’s latest consumer finance trend research finds only a third of consumers between ages 38 and 52 are confident they will reach their long-term financial goals. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
dailyVest Rolls Out Fiduciary Focused Tool
The new platform by dailyVest allows plan sponsors to measure plan health and meet fiduciary responsibilities. Read more >
Investment Products and Service Launches
Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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