Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 3rd, 2017
Fidelity Found Not Liable in Excessive Fee Suit
Participants of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged for the plan’s advice offering as well as its self-directed brokerage account option. Read more >
Fiduciary Rule Creating Opportunities for Advisers to Small Plans
Many sponsors in the mid- and small-plan market, facing pressure from participants and regulators, are seeking DC specialist advisers for the first time. Read more >
PBGC Proposes Plan Termination Forms Be Filed Electronically
The Pension Benefit Guaranty Corporation intends to request that the Office of Management and Budget extend approval, under the Paperwork Reduction Act of 1995, of a collection of information program operating under its regulations on Termination of Single-Employer Plans and Missing Participants. Read more >
2017 PLANADVISER National Conference
The 2017 PLANADVISER National Conference kicks off next week in Orlando. Follow the link for updated information on the conference schedule and agenda. There are still a few speaking spots open for advisers, as well, so please let us know if you want to participate directly in the conference. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Retirement Industry People Moves
Sponsored message from PacLife
Invest or Contribute to Solve a Retirement Funding Shortfall?
Many companies have not fully funded their defined benefit plans. This article examines why plan funding shortfalls have not decreased appreciably despite high equity returns and possible strategies to reach full funding. Read more >
IRA-to-IRA Transfers
Under the DOL fiduciary rule, it is a fiduciary act to recommend rollovers and transfers from an existing retirement account, including an IRA, to an IRA you advise. And, because the fiduciary advice results in compensation you would not have received absent the recommendation—namely, the advisory fee—it is a prohibited transaction. Read more >
Prudential and International Paper Enter PRT Transaction
The Prudential Insurance Company of America has agreed to provide a group annuity contract and take on approximately $1.3 billion in pension liabilities from International Paper, focusing on vested employees with smaller monthly benefits. Read more >

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

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

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