Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 13th, 2016
Court Dismisses Several Executives from SunTrust ERISA Litigation
In a long-running case about whether SunTrust Bank and its DC plan fiduciaries violated ERISA by continuing to allow company stock as an investment option in the plan when it was no longer prudent to do so, a federal district court has dismissed several executives as named defendants in the lawsuit. Read more >
Title of ‘Investment Adviser’ Hardly Represents the Job
Digging into investment prospectuses and market data is only a part of what financial advisers do for retirement plan clients; perhaps it’s time to rethink what they call themselves? Read more >
2017 Award Nominations Are Open … But Not for Long
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. The deadline for the 2017 Plan Adviser and Adviser Team of the Year award is October 14, so don’t wait! Read more >
Adviser Can Play Quarterback Role During Risk Transfers
There is a natural tension that can arise between plan sponsors and participants during the pension risk transfer process—but skilled advisers can help keep everyone happy. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from JP Morgan
Are your DC plan participants on a secure retirement path?
75% of participants think their employer has at least some responsibility to help them achieve a financially secure retirement. Learn how J.P. Morgan’s Retirement Link can help you guide plan sponsors in placing more employees on a path to reaching their retirement goals. Read more >
Event Information: Best of 2016 PLANSPONSOR National Conference
PLANSPONSOR is taking its popular PLANSPONSOR National Conference (PSNC) on the road to bring plan sponsors and retirement plan advisers in three major locations a sampling of the in-depth and insightful information provided at our national conference in June. In a half-day format, you’ll drill down into the latest industry trends and best practices concerning investments and participant communication and education; we will also consider the final fiduciary rule and the latest ERISA litigation. Read more >
DCIO Market Grows to $3.5 Trillion
The report also notes a positive trend for DCIO providers in terms of target-date solutions. More than half of managers surveyed reported that these products have had a positive impact on DCIO sales in the past year, up from 40% of firms two years ago. Read more >

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

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

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade