Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 12th, 2015
Novant Health Agrees to Settle Excessive Fee Suit
Settlement calls for monetary relief in the amount of $32 million, as well as nonmonetary relief, including that Novant will adopt a new investment policy statement and conduct a competitive bidding process for recordkeeping, investment consulting and participant education services for the plans. Read more >
What Could Possibly Go Wrong?
What if a plan fiduciary steals from the retirement plan? What if someone makes an unwise investment choice and an unhappy participant sues the plan? The first, most basic level of protection for retirement plan sponsors and retirement plan advisers is the ERISA bond, but more advanced strategies are required in today’s marketplace. Read more >
Best Practices in Investment Menu Management
As observed by Paula Smith, New York-based senior vice president and head of defined contribution investment only and college savings products for Voya Investment Management, complicated menus simply do not line up with the reality of defined contribution plan usage in the U.S. Read more >
The 2015 Retirement Plan Adviser Survey
Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers. 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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Dimensional’s Income Strategy
Dimensional Fund Advisors has launched a new series of Target Date Retirement Income Funds. The series of funds is designed to manage the market, interest rate, and inflation risks leading up to and throughout retirement. Read more >
Adviser Talking Points
Tired of giving the same old presentations? Spruce them up with these nuggets of information. Read more >
DIVERSIONS: Not Your Mom’s Company Holiday Party
A brighter economy could mean an uptick in the company bash, but as corporate culture changes, the holiday gala could look different, too. For starters, it might be several events throughout the year. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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