Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 18th, 2017
Connecticut District Court Tosses Voya Stable Value Suit
The lawsuit challenged how Voya set its crediting rate on certain stable value accounts offered to a 403(b) plan. Read more >
Avoidance Strategies
Plan sponsors sometimes get complacent and put their plans on autopilot operationally, says Lisa Tavares, a Washington, D.C.-based partner at law firm Venable LLP. So a disconnect may exist between a plan’s operations and what the plan document says, as well as what federal regulations require. That can lead to operational mistakes. Read more >
SEC Weighs In On ‘Robo-Advisers’
The SEC challenges robo-advisers to review how they provide advice and whether the technology employed appropriately replaces services a human adviser representative might otherwise lend. It also suggests that robo-advisers, in how they provide services, may be noncompliant with the Advisers Act, particularly when no human representative is involved. Read more >
Clear Benefits of Offering Longevity Annuities in DC Plans
Researchers from the finance department at Goethe University and from the Wharton School at the University of Pennsylvania developed a model to quantify the impact of the availability of longevity annuity contracts for a range of retiree types. Read more >
Issues That Can Trigger a Lawsuit Over TDFs in Retirement Plans
Retirement Industry People Moves
SECURE Act Ensnared in Senate After Flying Through House
Upset in FINRA Board Large Seat Election
Rollover Mechanics and the Most Common Mistakes
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Stable Value Outperforms Money Market
Click to see Video. Read more >
Importance of Offering Financial Wellness to Employees
“A Financial Wellness Primer” points out the cost of a workforce that is not financially healthy and the productivity gains and return on investment of offering a financial wellness program. Read more >
State-Run IRAs May Not Be the Best Solution for Low-Income Earners
Social Security may be enough to cover their retirement needs, while the accumulation of personal savings can jeopardize other key safety net benefits. Read more >
Measurements of DB Plan Funding Serve Different Purposes
A paper from the American Academy of Actuaries gives examples of which DB plan funding measurements are useful for different plan sponsor situations. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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