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
Eyes on the Investment Menu
2
Efforts to Boost Americans’ Retirement Savings Continue at Full Speed
3
‘Secure Act 2.0’ Likely to Become a Reality
4
With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers
5
The Future of Health Care—and What It Means for Retirement Planning
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 >
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