Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 4th, 2016
Lawsuit Challenges BIC Exemption’s Creation of Class Action Remedy
Thrivent alleges the DOL has exceeded its authority by requiring that the BIC Exemption include a contractual agreement that customers could pursue a breach of contract action and could participate in judicial class actions. Read more >
Gig Economy Challenges Are Old News for Some Workers
A new research report examines key features of the emerging “gig economy,” drawing some important conclusions regarding traditional salary and benefit offerings.  Read more >
Brand Trust Dominates IRA Rollover Decision
Fees are often thought of as the prevailing factor in most retirement investment decisions, but new research suggests the destination of an IRA rollover is determined by more subtle considerations. Read more >
2017 Award Nominations Are Open
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Debt Hampers Retirement Saving for Those Closest to Retirement
2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Sponsored message from JP Morgan
70% of participants are uncertain about how to invest for retirement
A plan re-enrollment can help by placing participants on a more appropriate investing path and helping improve their asset allocation over time. Retirement LinkSM, our bundled plan offering, provides a comprehensive re-enrollment solution that streamlines the re-enrollment process and guides plan sponsors through every step.  Read more >
LIMRA LOMA SRI Reveals Client-Facing Fiduciary Training
The Department of Labor fiduciary rule will fundamentally change the way companies and financial professionals interact with their clients.  Read more >
Materials Available for Use During National Retirement Security Week
Materials from NAGDCA include a retirement savings journey map and field notes, as well as Social Media designs and information about measuring engagement. Read more >
Research Shows Expected Retirement Income Information Affects Savings
Germans who received information about retirement and expected pensions increased private savings, researchers found. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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