Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 1st, 2015
Share Class Offerings Shift With Fiduciary Focus
A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market. Read more >
IRS Issues Guidelines for Cooperative and Small Charities Pensions
The Cooperative and Small Employer Charity Pension Flexibility Act specifies funding requirements for certain pensions that were not immediately affected by PPA funding rules. Read more >
DOL Seeks More than $1.6M in Losses for Profit Sharing Plan
A health care company filed no annual reports, did not perform valuations and took more than $1.6 million in improper distributions in violation of ERISA, the DOL alleges. Read more >
Pre-Retirees Comfortable with Automatic Service
Pre-retirees between the ages of 50 and 62 say they are very comfortable with automatic deposits to their 401(k), mortgage or permanent life insurance, a New York Life survey found. What’s it mean for retirement advisers? Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Olin Corp. Soundly Defeats ERISA Lawsuit
Senate Finance Committee Advances EARN Act
Retirement Industry People Moves
PLANADVISER Top 100 – Profile of the Day
Ascende Wealth Advisers prides itself on partnering with employers to develop, implement and manage a disciplined and goal-oriented process. The goal is to install best practices to support the retirement planning process and simplify the work of plan fiduciaries. Read more >
Annual 401(k) Day Highlights Financial Wellness Opportunity
The Plan Sponsor Council of America has prepared resources retirement plan sponsors and advisers may use for a plan participant educational campaign corresponding with 401(k)/403(b) Day—the Friday after Labor Day. Read more >
Everything You Need to Know About ... Docs, Sheets And Slides
Three free Google apps enable users to edit Word, Excel and PowerPoint files from any device they log into. Read more >
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