November 6th, 2015

Settlement Terms and Price Tag Revealed in Boeing Fee Case The retirement planning industry already knew Boeing would settle the nearly decade-old 401(k) litigation, but a trove of new details emerged this week as both parties agreed to final settlement terms—including a $57 million price tag.  Read more > Bill Calls for More Hedge Fund Transparency A New York Congresswoman’s bill would require more disclosure about hedge fund holdings at a time when media reports have linked hedge funds and shoddy oversight to the ongoing financial crisis in Puerto Rico. Read more > Employees Increasingly Worried About Health Care in Retirement A majority of employees are happy with the retirement plans their employers provide, but they are increasingly worried post-work health care costs will far outstrip what they’re able to save. Any number of data points can be mustered to show they’re not off base.  Read more > Simplified, Streamlined Industry thinking about the retirement plan investment menu has seemingly converged around the “KISS” principle—short for “Keep it simple, stupid.” Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from JP MORGAN ASSET MANAGEMENT PLANADVISER Interviews Mike Miller Stephen Moylan, SVP for PLANADVISER, interviews Mike Miller, Head of Retirement Distribution for JP Morgan Asset Management. Read more > Everything You Need to Know About … Tripit For an adviser to retirement plans, travel comes with the territory. Unfortunately, keeping track of reservations and itineraries, plus terminal and seat numbers, can be challenging. Read more > Investment Product Launches for the Week Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. Read more >

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