Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 4th, 2015
DOL Accuses ESOP Fiduciaries of Prohibited Transactions
A lawsuit says BAT Masonry was valued at $13 million less than what its ESOP paid for company stock. Owners of the company purportedly engaged in prohibited transactions at the expense of plan participants. Read more >
Focus on Family Makes Retirement Even Harder
Homemakers, either women or men, who devote their lives to taking care of their families and who do not work outside the home are at risk of an insecure retirement, according to the Transamerica Center for Retirement Studies and the Aegon Center for Longevity and Retirement. Even when money isn’t short, it’s important for both spouses to have a strong financial skill set. Read more >
Should Education Have Its Own Policy Statement?
Retirement plans need a strategy for education, but an actual policy statement may not be needed or preferable, experts say. Read more >
Experts Still Uncertain on Interest Rates
It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Excessive Fee Suit Filed Against Multiemployer Plan
Spouses Play Increasingly Influential Role Alongside Advisers
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Help With Student Loans at Work?
Workers in the U.S. say they would value assistance with paying down student loan debt as much as health care benefits and 401(k) plans. Read more >
PLANADVISER Top 100 Advisers – Profile of the Day
“Our team’s ultimate mission is to see plan participants retire with dignity while living a full life on their way to retirement,” explains The Willhite Institutional Consulting Group, of UBS Financial Services. Read more >
Manulife Asset Management Adopts PFaroe
Manulife says the adoption of PFaroe risk analytics will compliment global LDI offering.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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