Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 29th, 2016
Wells Fargo Self-Dealing Suit Questions Committee Practices
The latest example of retirement plan fee litigation questions the offering of an “easy enrollment” function that favored investment into the company’s own TDF mutual funds. Read more >
Proposed DB Plan Regulations Address Changes Made by the PPA
Proposed rules by the IRS would amend the current final regulations under section 417(e) of the Internal Revenue Code regarding the minimum present value requirements of section 417(e)(3) in several areas. Read more >
Americans Seek Diversified Investments and Advice
Affluent investors seek out advice from multiple providers because they are hesitant to trust a single source, a new analysis suggests. Read more >
More Importance Placed on ESG Investments by Millennials
According to the Schroders Global Investor Study 2016, which surveyed 20,000 end investors in 28 countries, the Millennial generation ranked ESG factors as equally important as investment outcomes when considering investments decisions. Read more >
Hardship Withdrawal Changes Included in Budget Deal
2018 TOP 100 Retirement Plan Advisers
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
Retirement Planning More a Focus for Those Participating in Retirement Plans
Robo-Adviser Tech Enthusiasts Report Less Provider Trust
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From the Magazine: Partnering on Advice
Working with the right service provider partners, advisers can touch on all financial aspects of participants’ lives.  Read more >
Compliance Consult: The Last 10 Years
Plan fiduciaries have generally become better equipped to negotiate lower fees with service providers. And, on a technical level, plan fiduciaries have a much better understanding of the difference between a retail class share and an institutional class share, how to use an ERISA budget account, and what 12b-1, shareholder servicing and sub-transfer-agent fees are. Read more >
Ascensus Revamps SEP and SIMPLE IRA Program
The program enables small businesses to offer their employees a plan for retirement with no administrative cost to the employer. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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