| Recordkeeper RFP Case Study Suggests New Strategies |
| J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs.
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| Help DB Plan Clients See How Funding Affects Bottom Line |
| Methods for reducing underfunded defined benefit plans should be looked at holistically, not in a vacuum, and they should be considered within a corporate financial context to avoid negative surprises to a company’s executive team, board of directors and shareholders.
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| Tax Cut Proposals Have Advisers Worried About All-Roth 401(k)s |
| With President Trump touting potential corporate and individual tax rate cuts, retirement plan sponsors and advisers are worried that could lead to the government switching 401(k) plans to all-Roth in order to raise revenue to offset the cuts.
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| Annuity Contract Termination ERISA Challenge Will Proceed |
| Important to note, this represents only an interim decision in the case, given that in resolving a Rule 12(b)(6) motion, the court “assumes the truth of the operative complaint’s well-pleaded factual allegations.”
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