Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 18th, 2017
Another Tibble vs. Edison Decision Handed Down In District Court
After a trip through the 9th Circuit and the U.S. Supreme Court, the case of Tibble vs. Edison has received another ruling in the district court where it was filed a decade ago, favoring the plaintiffs. Read more >
Fuzzy on Fiduciary Compliance
Context and presentation are crucial factors.  Read more >
Actuaries Question Efficacy of Pension Funding Notices
Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea gone wrong.”  Read more >
Financial Wellness is About Boosting Confidence
A new study by Mercer suggests an effective financial wellness program needs to raise employees’ financial courage or the confidence to engage in financial issues. Read more >
2017 PLANADVISER Micro Plan Survey
Small plans are big business. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Spouses Play Increasingly Influential Role Alongside Advisers
3
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Sponsored message from MetLife
Stable Value Performs as Designed From MetLife
Click to see Video Read more >
Setting the Record Straight
The idea that people worked for one company their whole lives and then got a “fat” paycheck at the end is not proven by evidence. Read more >
Charles Schwab Selects T. Rowe Price Funds for OneSource Select List
T. Rowe Price Group announced that 25 of its mutual funds have been chosen by Charles Schwab Investment Advisory to be on the 2017 quarter three Schwab Mutual Fund OneSource Select List. Read more >

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

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

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