Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 15th, 2017
The Courts Differ on Vicarious Liability
When advising plan sponsors about their fiduciary responsibilities, we often discuss their ongoing duty to prudently select and consistently monitor outside service providers—viz., by attending to their fees and performance. However, the same principle is equally applicable internally, that is, with respect to employees of the plan sponsor whose duties pertain to the plan.  Read more >
IRS Releases Covered Compensation Tables
The revenue ruling provides tables of covered compensation under Section 401(l)(5)(E) of the Internal Revenue Code to be used for determining contributions to defined benefit plans and permitted disparity in defined contribution plan contributions. Read more >
Americans Fret Their Growing Debt
Sixty-six percent of Americans view a mortgage held during one’s working years as “good” debt, but only 40% think this is true for those in retirement. Two-thirds do not think it is a good idea for people to carry mortgage debt into retirement. At the same time, debt held by those between the ages of 65 and 80 increased 40% between 2003 and 2015. Read more >
More Institutional Investors Seeking OCIOs
OCIOs are gaining momentum with health and hospital systems, defined contribution plans, public defined benefits plans, family offices, and sovereign wealth funds, as institutions face myriad investment-related, operational, and regulatory challenges, Cerulli Associates says. Read more >
MOST READ ARTICLES
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
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Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
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Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
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Education on Lifetime Income Needed in Not-for-Profit Sector
Sponsored message from Cohen & Steers
REITs: Answering the Call for DC plan Diversification
For fiduciaries looking to enhance diversification in defined contribution plans, we believe REITs can be a simple and effective addition to investment lineups. Read more >
Millennials Want Employers to Provide Help With Finances
Broadly, Millennials are positive about the future with 70% optimistic about their financial prospects; however, this optimism is tempered with concerns about their ability to meet all of their financial goals, according to a supplement report to Bank of America Merrill Lynch’s 2017 Workplace Benefits Report. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors that advisers consider when selecting these key providers, and details the companies they prefer. The next issue of PLANADVISER will include the second part of the survey, “Practice Benchmarking,” which delves into how advisers structure and run their practice. Read more >
Envestnet | Tamarac Launches Portfolio and Client Management Platform
The Tamarac platform allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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