Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 23rd, 2017
Federal Pension Funds Sue Big Banks Over Securities Lending
The lawsuit accuses a number of major banks of improper collusion to protect their shares of the securities lending marketplace. Read more >
Firms Carrying CAPTRUST Brand Reunite After 20 Years
Two decades ago the firms that were part of the same North Carolina holding company parted ways; now industry pressures and opportunities of scale have brought them together again. Read more >
Reviewing Providers
One adviser says her firm works with close to 20 providers. However, most of her clients are concentrated among half of those. “While we remain agnostic and don’t change new clients’ recordkeepers for the sake of placing them where we have a larger relationship, the bell curve of our clients’ recordkeeping relationships is similar to that of the market in general,” she says. Read more >
Benefits and Challenges in Centralized Investment Decisions
Greater use of centralized portfolio management means advisers are under pressure prove their value in other ways, such as offering financial wellness programs. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Sponsored message from MetLife
Stable Value Performs as Designed From MetLife
Click to see Video. Read more >
IRS Issues Model Amendments to Add Bifurcated DB Distribution Options
To facilitate the payment of benefits partly in the form of an annuity and partly as a single sum, the Department of the Treasury and the IRS amended regulations to simplify how sponsors would calculate the payments. Read more >
Many Multiemployer Pension Plans Expected to Fail Within 20 Years
Cheiron Inc. says 114 plans covering 1.3 million workers are underfunded by $36.4 billion. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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