Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 21st, 2018
Voya Again Wins Dismissal of Stable Value ERISA Lawsuit
Echoing its original ruling, the district court’s second take concludes the lead plaintiff’s underlying allegations do not provide “more than a sheer possibility that a defendant has acted unlawfully.” Read more >
Details of Deutsche Bank ERISA Class Action Settlement Emerge
Beyond the nearly $22 million in monetary terms, the settlement agreement includes substantial prospective relief to be provided by Deutsche Bank. Read more >
Annual Retirement Plan Adviser Survey Now Open
In an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline for submissions is September 7, 2018. Read more >
IRS Approves a Plan’s Design for Student Loan Repayment Benefits
IRS Private Letter Rulings are directed only to the taxpayer requesting it; however, they can give retirement plan practitioners an idea of what the IRS thinks about plan sponsor decisions or programs. Read more >
PANC 2018: Professional Development Opportunities
We have pre-filed for Certified Financial Planner Board and Investments & Wealth Institute (formerly IMCA) continuing education credits for many of the conference sessions and presentations. New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance. Read more >
MOST READ ARTICLES
1
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
2
Ascensus Maps the Pros and Cons of Advising Small DC Plans
3
Debt Hampers Retirement Saving for Those Closest to Retirement
4
2018 PLANADVISER Retirement Plan Adviser Survey
5
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Sponsored message from JP Morgan
J.P. Morgan Case study: Reverse the Search for potential discounts
Discover how you can maintain a prudent target date fund and recordkeeper selection while taking advantage of potential discounts simply by reversing the order you search for these providers. VIEW THE CASE STUDY > Read more >
Providers of Pre-Approved Documents Have Longer to File for Opinion Letter
The IRS has extended the deadline for submitting on-cycle applications for opinion letters for pre-approved defined contribution plans for the third six-year remedial amendment cycle to December 31, 2018, from October 1, 2018. Read more >
Millennials Open to Investment Advice and Help Planning for Retirement
Asked what they look for in an adviser, Millennials say experience, followed by someone with similar demographic qualities as themselves. Read more >
Market Mirror
Yesterday, the Dow closed 89.37 points (0.35%) higher at 25,758.69, the NASDAQ was up 4.68 points (0.06%) at 7,821.01, and the S&P 500 increased 6.92 points (024%) to 2,857.05. The Russell 2000 was up 5.75 points (0.34%) at 1,698.69, and the Wilshire 5000 closed 97.53 points (0.33%) higher at 29,807.23. The price of the 10-year Treasury note increased 11/32, bringing its yield down to 2.819%. The price of the 30-year Treasury bond climbed 23/32, decreasing its yield to 2.983%.

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

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

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