PLANADVISER Weekend Newsdash
Week ending August 12th, 2016
NOTE FROM THE EDITOR
Editor's choice
Supreme Court’s ‘Montanile’ Decision Makes Waves
A recent decision by the U.S. Supreme Court seems to limit the ability of ERISA plans to seek equitable relief or reimbursement of payments from a third-party recovery—especially in cases where the money is not quickly and formally pursued. Read more >
SCOTUS Decision Could Impact Retirement Plans
A notice from the IRS gives guidance to plan sponsors, applying the Supreme Court’s same-sex marriage case to retirement plans, as well as other benefits. The landmark case, Obergefell v. Hodges, decided in June 2015, held that under the 14th Amendment states cannot deny same-gender couples the right to marry and must recognize same-gender marriages performed in other states.   Read more >
SCOTUS Again Remands Stock Drop Case
The Supreme Court in January returned Amgen’s ESOP case to the lower court for a second time. Read more >
SCOTUS Gives Verizon PRT Suit New Life
The U.S. Supreme Court found an appellate decision regarding a Verizon pension plan risk transfer flawed, considering the trust law underpinnings of the Employee Retirement Income Security Act. Read more >
What a SCOTUS Vacancy Means for the Retirement Plan Industry
The late Supreme Court Justice Antonin Scalia had a direct (but not necessarily pivotal) role in shaping many of the SCOTUS decisions tracked in recent years by the retirement planning industry. Read more >
MOST POPULAR STORIES
GKN Latest to Face Scrutiny Over GoalMaker Service

Though its GoalMaker portfolio management solution features prominently in the plaintiffs’ allegations, Prudential is not a party in the case.

Well-Funded HSAs Are a Retirement 'Superpower'

Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.

A Year of Disruption Spotlights Tech, Cybersecurity

Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.  

New Benartzi Paper Dissects Narrow Framing Phenomenon

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?

Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

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