Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 18th, 2016
Court Finds Nothing Wrong with Fidelity's Use of Float Income
The 1st U.S. Circuit Court of Appeals has ruled that “float income” Fidelity retained in the process of making distributions to retirement plan participants is not a plan asset, so Fidelity did not violate its fiduciary duties under ERISA.  Read more >
401(k) Participant Sues Target over Company Stock
Recognizing the new pleading standards set forth in Fifth Third v. Dudenhoeffer, the lawsuit suggests alternative actions plan fiduciaries could have taken rather than continuing to allow investments in company stock. Read more >
The Value of Surveying Your Clients
To learn more about their clients’ perceptions of service and deliverables, some retirement plan advisers now survey the plan committees and other key executives at their clients’ firms, either annually or once every few years, to make sure they are meeting their clients’ goals. Read more >
Evolution in Use of Institutional Multi-Asset-Class Solutions
Cerulli’s latest survey of institutional investor priorities and behaviors shows lasting momentum for multi-asset-class solutions, but also some challenges for the market segment. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from ALGER
Alger: Conversations With Tomorrow
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RIAs Continue Growth Despite Market Volatility
Solid relationships between advisers and clients have been central to driving this growth during tumultuous market environments, Charles Schwab found. Read more >
Retirement Industry People Moves
EPIC Advisors names director of client service; MassMutual names head of workplace distribution; and advisory firm offers financial management services to BancAlliance members. Read more >

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

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

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