Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 22nd, 2016
Disney Suit Over Undiversified Investment Dismissed
A federal court judge found it implausible that signs of trouble in an underlying holding of one of Disney’s retirement plan mutual funds triggered a duty for fiduciaries to remove the fund from the plan investment menu. Read more >
Forty Percent of Advisers Are Now Fee-Based
Among this set of advisers, fees are the biggest factor driving loyalty. Read more >
Millennials Grasp Importance of Retirement Savings
More Millennials than Boomers think it should be a requirement. Read more >
Plan Committees Need to Be More Vigilant: SEI
SEI outlines best practices, including relying on outside providers. Read more >
MOST READ ARTICLES
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2018 PLANADVISER National Conference
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2018 PLANADVISER Recordkeeper Services Guide
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Bill Beardsley Exits LPL Retirement Partners Business
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Participants’ Retirement Outlook Has Improved
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Rethinking Retirement Plans
IRS Hosting Webcast About Correction Program Changes
The event will take place on December 15. Read more >
Partnering on Advice
Advisers can touch on all financial aspects of participants’ lives. Read more >

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

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

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