Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 20th, 2017
Senator Cardin’s Tax Counsel Measures Likelihood of Reform
Speaking with a recent winner of the Plan Adviser Mega Team of the Year designation, Elizabeth Bell offered a frank, behind-the-scenes look at the ongoing legislative discussions surrounding health care and tax reform. Read more >
DST Systems and Ruane Advisory Named in ERISA Suit
Defendants pursued an “exceptionally imprudent investment strategy” with respect to a significant portion of the DST System retirement plan’s assets, plaintiffs claim, resulting in up to $100 million in avoidable losses. Read more >
DB Plan Sponsors Taking Actions to Avoid Increased PBGC Premiums
DB plan sponsors are accelerating funding of their plans and adopting more de-risking strategies, a survey finds. Read more >
PBGC Asking to Seek More Information from DB Plans on Form 5500
The Pension Benefit Guaranty Corporation intends to request that the Office of Management and Budget extend for three years its approval of information collection on the annual Form 5500 filing required by defined benefit plan sponsors. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Sponsored message from MetLife
Stable Value as a DC Plan Capital Preservation Vehicle From MetLife
Click to see Video. Read more >
Tool from MassMutual Assesses DB Plan Health
In addition, advisers can use the PensionSmart Analysis tool for prospecting DB plan clients. Read more >
Lincoln Financial Mobile App Available for Apple Watch
Participants in retirement plans served by Lincoln Financial can now get retirement information on the Apple Watch. Read more > Enhances Student Loan Refinancing Benefit
The firm is taking a tech-first and mobile-ready approach toward helping employers roll out student loan refinancing as a benefit option for employees. Read more >
Orion Announces Two New Offerings for Advisers
The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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