Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 20th, 2016
DOL Sues ESOP Fiduciaries for Inflated Price of Purchase
The owner of Sentry Equipment Erectors, Inc. sold his shares to the plan at $406 per share, much greater than prices at which participants had previously sold their shares. Read more >
Time to Standardize the Language of Auto-Features
Common “auto” plan design terms often mean different things to different clients—even within the same company or plan committee. Read more >
Actuary Makes the Case for Variable Benefit Plans
Variable benefit plans have been around for decades, according to Matt Klein, a principal and leader of the actuarial services practice at employee benefits consulting firm Findley Davies in Cleveland. However, few sponsors and advisers know much about them, he says, estimating that there are fewer than 100 of these types of plans in the United States. Read more >
Compliance Consult: The Last 10 Years
The last decade has clearly seen a rise in class action lawsuits under ERISA, which have left widespread implications, especially for 401(k) plan sponsors. Of particular note are lawsuits focusing on the inclusion of employer stock as an investment option under a participant-directed 401(k) plan—what are now known as “stock drop” suits. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
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Traditional Advisers Can Learn From Robos
According to HelloWallet, a consensus is building that consumers prefer these services, because they offer user-friendly and personalized platforms to manage and track assets, as well as transparent fees. Read more >
AssetMark Launches Fiduciary Assessment Tool
The firm says its latest assessment tool is part of a larger readiness campaign to prepare advisers for a new fiduciary paradigm.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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