September 25th, 2017

University of Pennsylvania Wins Dismissal of Case Against 403(b) The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds. Wagner Aims to Fill Void Left by DLP With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS. Read more > More Advisers Using Closed-End Funds The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios. Read more > Voya Bringing Framework Retirement Program to 403(b) Market The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. Read more > MOST READ ARTICLES

Sponsored message from J.P. MORGAN ASSET MANAGEMENT Are Your Clients Getting the Best 401(k) Solution? 9% are satisfied with J.P. Morgan Retirement Link’s Relationship Managers. Help your clients build stronger retirement plans with a provider recognized for best-in-class service. START BUILDING STRONGER PLANS > Read more > Retirement Savings Takes a Back Seat to College Savings for Parents Seventy-three percent of parents agree with the statement, “I’d be willing to delay my retirement to pay for my kids’ college education.” Read more > Fi360 Enhances Fiduciary Toolkit with Prospecting Feature The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio. Read more > Retirement Industry People Moves Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more. Read more >

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