Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 19th, 2017
U.S. Bank Wins Appellate Confirmation of ERISA Litigation Dismissal
The Eight Circuit Court of Appeals has backed the decision of a lower court to summarily dismiss a lawsuit filed by participants in an over-funded defined benefit plan run by U.S. Bank. Read more >
District Court Halts Some Portions of MIT ERISA Challenge
Interpreting and applying a series of detailed recommendations from a magistrate judge, the district court will allow some parts of the litigation against MIT’s retirement plan fiduciaries to proceed. Read more >
Suit Disputes Inclusion of Former Parent Company Stock in DC Plan
The Phillips 66 retirement plan committee has been sued for allowing ConocoPhillips stock funds to be included in the plan’s investment lineup. Read more >
Half of Americans Consider Themselves Knowledgeable on HSAs
Research reveals that while 51% of American consumers consider themselves very or somewhat knowledgeable about the features and benefits of HSAs, almost half of that group wrongly believe an account holder must spend the total HSA balance by year end or risk losing it. Read more >
RIA M&As Increased 23% in the Third Quarter, ECHELON Reports
Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
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PBGC to Offer Mediation in Early Warning Program Cases
The agency announced a pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases. Read more >
PANC 2017: Washington Update
Wagner Law Group attorney underscores: The fiduciary rule is in effect. Read more >
Less Than 6 in 10 Gen X and Gen Y Millionaires Work With an Adviser
But among the 58% of these investors who do, expectations run high. Read more >
Plan Committees Consider Monitoring Investments the No. 1 Priority
Adhering to plan governance and minimizing plan risk are the next priorities. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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