Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 11th, 2015
Legislators Hear Arguments About Fiduciary Reform
Two subcommittees of the United States House of Representatives Committee on Financial Services held another round of fiduciary rule hearings in Washington, D.C., adding still more commentary to an impressively long-running fiduciary rule debate. Read more >
PBGC Issues Final Rules for Reportable Events
The Pension Benefit Guaranty Corporation issued final rules for reportable events, focusing on the minority of plans and sponsors that pose the greatest risk of defaulting on their financial obligations. Read more >
Misconceptions Fog Fiduciary Rule’s Upside
A Q&A document about small individual retirement account savers by the Department of Labor takes a look at the interplay of IRA-holders, rollovers and access to professional advice. Read more >
Terex Corporation Settles Stock Drop Lawsuit
A federal court has approved a settlement of a class action Employee Retirement Income Security Act lawsuit against Terex Corporation alleging fiduciary breaches related to holding company stock investments in its 401(k) plan. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
AARP Finds Major Gap Between Retirement Goals and Preparedness
Changes Ahead for Wholesaler Teams
The latest research from global analytics firm Cerulli Associates finds that the advisory industry’s external wholesaler headcount will begin to decline through 2020. Read more >
PLANADVISER Top 100 Advisers – Profile of the Day
Today’s featured Top 100 Adviser is Moneta Institutional Consulting. The firm started out like others in the space, focusing on investment consulting, but about five years ago they adopted an approach more focused on behavioral science. Firm leadership says the results were eye-popping. Read more >
Investment Product Launches for the Week
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch of Tideline, a consulting firm designed to provide tailored advice about institutional impact investing. Read more >
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