Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 9th, 2016
Tibble Case to Get Another Review by 9th Circuit
A majority of non-recused, active judges in the 9th U.S. Circuit Court of Appeals ordered the case of Tibble v. Edison International be reheard en banc by the full panel of appellate judges. In its order, the appellate court said the previous decision by a three-judge panel “shall not be cited as precedent by or to any court of the Ninth Circuit.” Read more >
Cost Sharing in Mandatory Arbitration Provision Does Not Violate ERISA
A district court compelled arbitration for a spouse seeking the full benefits in her deceased husband’s 401(a) and 403(b) plans. Read more >
Fidelity Encourages Advisers to Exploit ‘State of Flux’
Advisers have been in a “constant state of flux,” according to a quarterly Fidelity survey, but they are also “making sense of the range of short- and medium-term factors in play.” Read more >
The Value in Surveying Your Clients
Being in a hands-on, detail-oriented service business, many retirement plan advisers may think they know all there is to know about their plan sponsor clients. However, plan sponsors may not always be forthcoming about reservations they may have or, for that matter, services they appreciate. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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Smarter Technologies, Healthier Bodies
Visionary medical expert Dr. Daniel Kraft discusses the future of medicine and its impact on our lives. View Video Read more >
Advisers Under Armor: Understanding and Preventing Litigation
Many of the recent 401(k) plan lawsuit claims evoke an image of a retirement planning industry wholly at odds with the client-centric persona broadcast to plan sponsors and participants every day. If you believe the well-known 401(k) industry litigators, providers are much more concerned about sales and profits than promoting successful outcomes for average Americans. Read more >
When One TDF Does Not Spell Diversification
Plan participants are regularly coached about the importance of holding only a single target-date fund—and one that is the correct vintage—but that doesn’t mean the same is true for the wider investment lineup. Read more >
2016 PLANADVISER DCIO Survey
DCIO managers have selling agreements with an average of 62 recordkeeping platforms, down substantially (-18.4%) from 76 in 2014. Read more >

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

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

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