Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 25th, 2016
Offering Annuities in DC Plans Doesn't Have to Be Scary
There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there will be a continuation of that. Read more >
Pension Fund Ordered to Change Provider Selection Process
The DOL has settled a lawsuit over provider selection procedures against the International Association of Machinists National Pension Fund. According to the DOL, an investigation found that the IAM National Pension Fund trustees breached their fiduciary duties under the Employee Retirement Income Security Act.  Read more >
Why So Many Lawsuits in 2016?
Much more attention is being paid to retirement plan fees and conflicts of interest following steps by regulators to boost transparency—think 404(a)5 and 408(b)2—coupled with stubborn anti-financial industry sentiment hanging over from the credit crisis of 2008, and a renewed push from DOL.  Read more >
More Plan Sponsors Moving to Non-Recordkeeper TDFs
While 90% of survey respondents said they currently offer TDFs as an investment option in their plan, the use of recordkeeper TDFs and non-recordkeeper TDFs is essentially split evenly. Read more >
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Debt Hampers Retirement Saving for Those Closest to Retirement
2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Retirement Industry People Moves
Prudential Names Head of New Full Service Solutions Business; Willis Towers Watson Appoints Head of Delegated Investment Solutions; Chief Investment Strategist for TIAA Investments Appointed, and more. Read more >
From the Magazine: Taking the Pulse
Domenic DiPiero, president of Newport Capital Group of Red Bank, New Jersey, agrees that surveying clients is a “natural evolution for a business looking to grow. As companies grow to scale, they will have to do these kinds of analytical things,” he says. Read more >
Providers, Industry Group Announce Adviser Connections
VALIC names vice president, Consultant Management; Pentegra and Newport Group hire regional directors; and FSI Announces 2017 board elections. Read more >
Mutual of Omaha Moving to Customized Mesirow Reports
The Mesirow Financial POLICE Report is a quarterly watch list that typically provides details on all funds offered through Mutual of Omaha Retirement Services.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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