August 1st, 2017

Inside View of DOL Fiduciary Rule Arguments Before 5th Circuit Oral arguments in the consolidated case against the DOL and its fiduciary rule reforms were heard Monday morning by the 5th Circuit Court of Appeals; ERISA attorney Erin Sweeney offers her take. Read more > 401(k) Rollovers to IRAs How does the delay of the DOL fiduciary rule affect my responsibilities when I recommend that participants take distributions from an ERISA plan and roll them over to an IRA that I will advise? Read more > Front-End Load Mutual Fund Decline Continues Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes. Read more > Two-Thirds of Private-Industry Workers Have Access to Retirement Plan Among private-industry workers, 66% had access to a retirement plan, with a take-up rate of 75% and participation rate of 50% overall. Take-up rate is higher because it includes those in a plan that does not require a participant contribution. Read more > MOST READ ARTICLES 1 TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges 2 DOL Announces Anticipated ESG Fiduciary Investing Rule 3 Plaintiffs Claim Deloitte Breached ERISA Prudence Duties 4 Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns 5 Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Millennials Lack Confidence in Retiring When They Want However, a significant amount of optimism was reported when it came to whether Millennials will be better off financially than their parents. Read more > Closed and Frozen DB Plans Still Require Advisers While most employers outsource administration of frozen and closed DB plans, others team with consultants to set goals, tame plan data and answer questions concerning benefit accruals. Read more > 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. Read more >

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