Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 28th, 2016
Investment in Sequoia Fund Target of Another Retirement Plan Suit
The lawsuit claims retirement plan fiduciaries breached their ERISA duties by continuing to offer the fund, because it was not diversified. Read more >
Are Your Clients' SPDs Accessible and Readable?
Plan advisers can consult with plan sponsors about their summary plan documents (SPDs) and determine if they are simple enough for employees to understand while also not subjecting sponsors to legal trouble. Read more >
Retirement Industry People Moves
Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role Read more >
Webcast: How to Differentiate Your Services Post Fiduciary Rule
As the retirement industry continues to evolve, we anticipate that more firms will allow advisors to deliver basic 3(21) fiduciary services vs. education-only services. But this shift will likely make it more difficult for today’s specialists to differentiate based upon their ability to serve in a co-fiduciary capacity. Plan design, governance, and operational assistance will become more difficult for these new advisors to master. This webcast explores how today’s specialists can position and scale their non-investment related services. 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
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MFS VIDEO WALL
Learn How MFS Actively Manages DC Investments.
The Active Advantage: exploiting market inefficiency and broadening the scope of opportunity to achieve outperformance Read more >
Helping Participants Prepare for Retirement Health Care Costs
Knowledge and the right tools can help individuals prepare for and perhaps reduce health care costs in retirement. Read more >
Investment Products and Service Launches
BlackRock Updates Lifepath TDFs; and SSGA to Introduce Proprietary Indexes to Replace Terminated Russell Indexes. Read more >

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

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

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