Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 1st, 2016
Texas Judge Rejects Most Support Briefs in DOL Fiduciary Litigation
Just two out of an increasingly large pile of amicus briefs filed in relation to litigation seeking to halt the new DOL fiduciary rule will be considered—both of them ostensibly pro-DOL in their argumentation. Read more >
ERISA Suit Against Chevron DC Plan Tossed
An ERISA suit filed against Chevron Corporation accusing the firm of not using its negotiating power to obtain lower investment and recordkeeping fees has been dismissed for failing to properly state a claim. Read more >
Referrals Under the Final Fiduciary Rule
ADVISER QUESTION: Is the recommendation of an investment adviser to an individual retirement account owner a fiduciary act under the Department of Labor’s final fiduciary rule? Read more >
Higher Education Institutions Have Embraced DC
In a study of more than 450 private and public higher education institutions, Sibson Consulting found only 9% of private universities offer a defined benefit plan. Read more >
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2018 PLANADVISER National Conference
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2018 PLANADVISER Recordkeeper Services Guide
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Bill Beardsley Exits LPL Retirement Partners Business
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Rethinking Retirement Plans
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Participants’ Retirement Outlook Has Improved
Sponsored message from JP Morgan
Three Keys to a Stronger DC Plan
More than half of plan sponsors measure success by the number of participants on track toward a financially secure retirement, according to research from J.P. Morgan. Discover three ways we can help you enhance plan and participant outcomes. LEARN MORE >  Read more >
Research Finds Most Retirement Calculators Inefficient
According to research published in The Financial Analysts Journal, most retirement calculators fail to take into consideration key tax implications. Read more >
DC Plan Participants Need to Know Fundamentals to Feel More Secure
Participants ‘unsure’ about their retirement prospects admit they need knowledge about investing and haven’t calculated how much they need to retire, and they are less engaged in their DC plans. Read more >

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

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

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