Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 5th, 2015
PANC 2015: Participant Advice
Under the proposed DOL fiduciary definition, the types of information given to participants are restricted or permitted and the adviser’s compensation model will also be affected. Yet advisers may be more crucial than ever to participants’ success. Read more >
Fiduciary Fears Still Adding to Passive Product Tailwind
Cerulli Associates finds “fiduciary fears” are supporting flows into lower-cost, passive products, but many plan sponsors overestimate their ability to mitigate fiduciary liability through indexed investments. Read more >
IRS Reminds Plan Sponsors of Plan Restatement Deadline
April 30, 2016, is the deadline for employers using pre-approved retirement plan documents to sign an updated version of their 401(k), profit-sharing or other defined contribution retirement plans. Read more >
Recordkeeper Services Guide
Working as a retirement plan adviser, if nothing else, means working in the business of relationships. First and foremost among these are client relationships, of course, but an adviser must also keep strong ties in the provider community.  Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Significant Retirement Bill Moves Forward in Senate
Sponsored message from PLANADVISER AND T. ROWE PRICE
Missed PANC 2015?
Did you miss the PLANADVISER National Conference last week in Orlando? Already looking forward to next year’s conference, which will mark the 10th “birthday” of PLANADVISER? Visit the PANC Retirement Resource Center for highlights from PANC 2015. Read more >
2016 Retirement Plan Adviser of the Year Nominations Due Oct 7
Nominations can be made by plan sponsor clients, employers and/or broker/dealers of eligible advisers, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Self-nominations (including team members nominating the team or firm) are NOT permitted. Read more >
2016 Plan Sponsor of the Year Nominations Due Nov 4
Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees or colleagues. Please note that all plan sponsors nominated through this form (including self-nominations) will receive a follow-up form in November asking for more detailed information to complete their award entry. Read more >
Pension Resource Institute Launches Compliance Tool
The Pension Resource Institute, a consulting firm focused on the Employee Retirement Income Security Act, has launched a tool kit to help advisers respond to sponsors’ compliance obligations. Read more >
Retirement Industry People Moves
This week brings a handful of new hires at LPL and Securian Financial. Read more >
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