Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 12th, 2016
The Time to Reach Gen Z Is Now
Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very likely generate enough assets to cover projected health care costs through retirement. Read more >
Duke 403(b) Plan Latest Target of ERISA Fiduciary Breach Suit
According to the compliant, the university failed to use the plan’s bargaining power, causing the plan to pay “unreasonable and greatly excessive fees for recordkeeping, administrative, and investment services.” Read more >
Future Market Expectations Call for a Change in DC Plan Investing
In addition, lower expected returns could double the required savings rate for DC plan participants in order to achieve a 75% income replacement rate in retirement, a white paper says. Read more >
From the Magazine: Under Armor
“There is a good amount of unpredictability as to who will be subject to these suits. There is no panacea in terms of plan design that I have seen that would prevent all potential litigation,” one prominent ERISA attorney says.  Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Senate Finance Committee Advances EARN Act
Advisers Sound Optimistic Note in Fiduciary Survey
Most advisers feel they are making good progress on addressing the Department of Labor fiduciary rule, according to a Nationwide Retirement Institute survey. Read more >
Investment Product and Services Launches
Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform. Read more >
Envestnet and HealthSavings Join on HSA Offering
Envestnet Retirement Solutions and HealthSavings Administrators LLC are rolling out a new solution to help advisers and their clients better utilize HSAs. Read more >
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850