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 >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
HSA Knowledge Gap Offers Clear Adviser Service Role
Advisers Moving to a Client-Centric Model
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

Advertising: Paul Zampitella

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