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
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Education on Lifetime Income Needed in Not-for-Profit Sector
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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