PLANADVISER Weekend Newsdash
Week ending November 11th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers. What a truly dynamic news week it has been—certainly one for the U.S. history books. This week’s presidential election result, it must be said, opens up just as many questions as it answered. Facing the prospect of a Donald Trump presidency is daunting for some and exhilarating for others, but all of us are facing a new future together after a remarkable (and lengthy) campaign season. In that spirit, collected below are a few highlights from our recent political coverage, offering some food for thought about what might lie ahead. 
Editor's choice
House Republicans Propose Tax and Retirement Policy Changes
A Neuberger Berman analysis shows that House Republicans’ tax and retirement policy proposals may suggest a push toward a universal savings account and a consolidation of current tax code retirement savings provisions. Read more >
Post Budget Act Stumble, Congress Tries Again to Impact Fiduciary Rule
It’s a particular skill of Congress to make the improbable appear promising—whether it comes to overturning the Affordable Care Act or, as was the case this week, delaying the DOL’s fiduciary reform. Read more >
How Tax Reform Could Affect Retirement Plans
Several proposed tax reforms would restructure how retirement vehicles are taxed and could negatively impact retirement plans in a number of ways. Read more >
Employee Benefits and Presidential Politics
What the outcome of the election could mean for the employee benefits industry. Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Home Depot ERISA Lawsuit Clears Dismissal Motions

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Excessive Fee Lawsuit Filed Against Duke Energy

The drumbeat of Employee Retirement Income Security Act (ERISA) excessive fee lawsuits rolls on.

AutoZone ERISA Suit Clears Motion to Dismiss

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for discovery and potentially a full trial.

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