| Second Wells Fargo Stock Drop Complaint Filed |
| According to plaintiffs, a refusal to purchase company stock is not a “transaction” within the meaning of insider trading prohibitions and would not have required any independent disclosures.
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| A New Frontier of Advice |
| 10 Years of PLANADVISER: What the past decade has meant for retirement plan advisers and where the industry will go from here.
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| IRS Restricts Salary Deferrals for NQDC Plans |
| Under the proposed regulation, initial deferrals of current salary must meet conditions similar to those required with respect to NQDCs under Section 409A of the IRC. Thus, the deferral must be reflected in a written agreement entered into by the employer and employee before the beginning of the calendar year in which the services are to be performed.
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| The DC Income Challenge is Just Arriving |
| “From our perspective, the ultimate outcome in retirement is income,” says Jamie Ohl, president, Retirement Plan Services, Lincoln Financial Group. Data from the Lincoln Financial Group American Consumer Study shows that individuals increasingly understand they are going to be responsible for their own retirement security.
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