Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 16th, 2016
Four Other 403(b) Plan Excessive Fee Suits Filed
All lawsuits accuse major universities of not using their bargaining power to get lower fees for recordkeeping and investments. Read more >
From the Magazine: TDF Evolution
“It’s not necessarily that we think there were problems with previous iterations of target-date funds, but the DOL, SEC and the industry identified the cost of defined contribution investments as a great concern,” one expert explains, “so there has been a tremendous amount of effort to lower costs within TDFs.” Read more >
Allianz Self-Dealing ERISA Suit Survives Dismissal Attempt
In a complex but informative ruling, a federal judge describes why many aspects of an ERISA complaint leveled against Allianz Asset Management should be allowed to proceed to a full trial, while others should not. Read more >
Participants Would Welcome Automatic Enrollment at 6%
Seventy percent think their company should automatically enroll them at a 6% deferral rate, and 75% said that if given a choice between a salary increase and a comparable company match, they would take the match. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from Alger
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 >
Nationwide Offers Advisers Small Plan Investment Fiduciary Services
Through the plan’s 3(38) investment fiduciary service, LPL Financial acts with discretionary authority over the plan’s investment selection and ongoing monitoring and offers employers assistance with a number of administrative functions. Read more >
Vanare Teams With Redtail to Streamline Account Opening Process
The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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