Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 15th, 2017
Second Sears Stock Drop Suit Includes Puerto Rico Plan
As with the lawsuit filed in July, the new complaint says the defendants breached their ERISA fiduciary by retaining the company stock fund as an investment option under its retirement savings plans when a reasonable fiduciary would have done otherwise. Read more >
Study Finds Preference for Pre-Tax Deferrals Even If a More Adverse Outcome
The study finds most people do not consider tax implications before deciding whether to defer into retirement plans’ pre-tax or Roth accounts. Read more >
Inflation is Americans’ Biggest Economic Worry
Nearly one-third of adults are “panicked” or “very worried” about it. Read more >
Larger Companies Offering Roth 401(k)s
More than half of employers recently surveyed by Transamerica offer a Roth 401(k). Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Shielding Yourself
Deciding whether to be a 3(21) or a 3(38) fiduciary. Read more >
Company Matches on the Rise
Among megas, that number jumps to 85.4%. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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