Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 28th, 2015
No Individual Harm Means No Claim Against Pension Plan
Deciding a case filed by a son against his father, a federal appellate court says a defined benefit plan beneficiary has no standing to sue the plan if he cannot prove individual harm. Read more >
Open Architecture and Custom Investing Trends
Alexi Maravel, an associate director at Cerulli, says custom solutions “have the potential to upend decades-old practices of asset managers and investment consultants in assisting institutional investors in meeting their goals.” Read more >
Financial Wellness Has a Real Dollar Value
It’s not just employees who stand to gain from instruction on personal finance. Last year, a survey of HR professionals commissioned by the Society for Human Resource Management found 85% of business leaders believe financial stress leads to decreased productivity. Read more >
TDF Customization Adds Considerable Complexity
A white paper from J.P. Morgan suggests custom target-date strategies can add real value to retirement plans, but the complexity of customization can quickly overwhelm the upside. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Excessive Fee Suit Filed Against Greystar Management
Paying for Financial Wellness
Travis Freeman, president of Four Seasons Financial Education, explains that many qualified plans are designed to permit the use of plan assets for some education programs, and ERISA doesn’t frown on the practice. Read more >
Larger Plans Hire Fiduciaries Most
As retirement plans grow in size, so does the likelihood they will turn to advisers for fiduciary services—and have multiple people assigned as fiduciaries to their plan, according to the 2014 PLANSPONSOR Defined Contribution Survey. Read more >
The Magic of a Plan Match
An employer-sponsored retirement plan match can more than double average annual plan participant savings, especially for moderate-income households. And when it comes to retirement income, older investors have a growing but unmet need help managing their retirement resources. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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