Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 20th, 2016
DOL Responds to Fiduciary Rule Lawsuit
In a reply to complaints brought against it by the National Association for Fixed Annuities, the Department of Labor says it is entitled to summary judgment on all claims, and the court should deny NAFA’s motion for summary judgment and a preliminary injunction. Read more >
Advisers in Training
The process of hiring and training newbie Millennial advisers is not going to be the same as onboarding a DC plan veteran, but there are a few best practices that should help ease the process of getting new talent of all experience levels up to speed.  Read more >
Investors Miss Much of the Subtlety in ‘Active vs Passive’
More than three-quarters of investors agree that index mutual funds and TDFs are usually a cheaper way to invest compared with active equity mutual funds, but 71% “also believe they are less risky,” according to new research from Natixis Global Asset Management. Read more >
Understanding of ‘Material’ Shifting in ESG Space
Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability, or valuation. Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
What Mutual Fund Fee Disparities Mean for Retirement Savings
Why Are Financial Services Firms Looking to Wealth Management Leaders?
ESOP Participants Not Allowed to Sell Shares Under Bankruptcy Plan
Chief Judge Joseph H. McKinley, Jr. of the U.S. District Court for the Western District of Kentucky affirmed a bankruptcy court’s decision that participants in the employee stock ownership plan of bankrupt Conco, Inc. cannot sell their shares until January 1, 2019. Read more >
Participants in the Dark on a Myriad of Financial Topics
Retirement plan participants are in the dark on a wide range of financial topics—whether it is how compounding works, the consequences of taking out a loan from a 401(k), how Social Security benefits are taxed, or student loan debt. Read more >
Global Retirement Rankings Hold Steady in 2016
The United States ranks 14th on the relative retirement security of its working population, according to the 2016 Global Retirement Index released by Natixis Global Asset Management. Read more >
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