Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 8th, 2017
Fiduciary Rule RFI Comments Suggest Split in Industry Outlook
Today is the second and final deadline for submitting responses to the DOL’s broad RFI regarding the fiduciary rule expansion under ERISA—but late comments will also be accepted for a short time. Read more >
Plaintiffs in Target Stock Drop Suit Failed to Meet Pleading Standards
A federal district court judge has dismissed claims in a combined Employee Retirement Income Security Act and securities lawsuit about the decline in Target Corp.’s stock price after its failed attempt to open stores in Canada. Read more >
Adviser Focus Shifts From Interest Rates to Equity Highs
With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios. Read more >
Advocating for Aggressive Plan Design
With one in three Americans having zero saved for retirement and nearly one-third of Americans over the age of 85 having no savings, it is hard to say that we as a nation are preparing people for retirement. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from MetLife
Growth of Stable Value From MetLife
Click to see Video. Read more >
SEC Weighs In On ‘Robo-Advisers’
The agency emphasizes that the robo-adviser must provide advisory services that conform to the “fiduciary and other substantive requirements of the Advisers Act” including the “duty to make full and fair disclosure of all material facts to, and to employ reasonable care to avoid misleading, clients.” Read more >
Cash Balance Accounts See Growth
The average employer contribution to staff retirement accounts is 6.6% of pay in companies with both Cash Balance and 401(k) plans, versus 3.7% of pay in firms with 401(k) alone, according to a study by Kratz. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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