Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 25th, 2017
Strong Support Voiced for Further Fiduciary Rule Delay
The first of two deadlines has passed for the DOL’s information request about a potential second fiduciary rule delay, but the window is still open for advisers to address key aspects of the rulemaking. Read more >
Trustee Ordered to Sell Real Estate to Replay Plan
A federal district court ordered a profit-sharing plan trustee to sell personal real estate to meet restitution requirements, after the trustee failed to ensure proper diversification and liquidity of plan assets. Read more >
Aon Pulls Company Stock From 401(k) Plan
In a Form 11-K filing with the SEC, Aon plc announced the divestment of company stock from the Aon Savings Plan. According to the filing, effective April 1, the Aon Stock Fund was discontinued as an active investment option in the plan. After March 31, participants were not able to contribute or transfer any savings into the Aon Stock Fund.  Read more >
Retirement Income Literacy Remains a Challenge
Women at retirement age, those between the ages of 60 and 75, understand the components of retirement income far less well than men of the same age, although even men don’t grasp the topic very well, the RICP Retirement Income Literacy Survey from The American College of Financial Services found. Only 18% of women passed the quiz, compared to 35% of men. Read more >
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SECURE Act Ensnared in Senate After Flying Through House
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Retirement Industry People Moves
Sponsored message from AGI
What it Means to be Dynamic
Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial says it all begins with defining what dynamic investing actually is. Read more >
Seeking Alternatives
“We believe that the markets are in a lower-return world,” observes Nathan Thooft, senior managing director of asset allocation at Manulife Asset Management in Boston. “With stocks fully valued, and fixed income likely to earn its small coupon at best, investors need additional levers to pull.” Read more >
Tax Adjustments May Drive Small Businesses into 401(K) Space
Even though many small businesses lack retirement plans, a study by LPL Financial suggests minor tax adjustments could nudge them in the right direction. Read more >
New ESOPs Are Created Each Year
Research from the NCEO finds ESOPs still hold a significant amount of retirement plan assets. Read more >

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

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

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