Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 2nd, 2016
Stable Value Fund Suit Sent Back for Amended Complaint
A federal judge has asked for an amended complaint showing that a stable value fund provider set interest crediting rates below actual rates of return in order to make a profit. Read more >
Traditional Advisers Can Learn From ‘Robos’
Being able to aggregate and monitor cash flows is an emerging client need that robo-advisers excel at meeting, says another Hearts & Wallets report. Fifty-one percent of respondents said they needed help in this area. Read more >
Corporate Pension Plans Seeking New Risk Reduction Measures
In 2016, the number of defined benefit plans with a funded status less than 80% increased to 28%, from 21% in 2015, according to a new survey by investment consulting firm NEPC. Read more >
Investment Products and Service Launches
T. Rowe Price Expands 401(k) Brokerage Services with Charles Schwab; Wilshire Launches New EVA Index Family; USAA Launches R6 Retirement Share Classes; and more. Read more >
‘Secure Act 2.0’ Likely to Become a Reality
RIA Aggregators Aim for Small-Plan Market Expansion
10th Circuit Affirms Great-West Fee Suit Dismissal
T. Rowe Price CEO Change Reflects Financial Industry Trends
Scrutinizing TDFs and Considering Balanced Funds
Voya Facing Lawsuit Over Stable Value Funds
A 403(b) plan participant is claiming that Voya set crediting rates for stable value funds lower than rates of return in order to make a profit. Read more >
Safe Harbor Plans Offer Options to Small Employers
Small business owners have embraced the strategy of offering a safe harbor 401(k) plan to simplify compliance with annual ADP/ACP and top heavy nondiscrimination testing. Read more >
Flat-Fee Business Comes to the Fore
Fiduciary advisers in particular have distinguished themselves in the last decade, research shows. According to the 2016 PLANADVISER Adviser Value Survey, plans with fiduciary advisers are substantially more likely to have employer matching contributions available to employees; are more likely to have nonelective or profit-sharing contributions; and are more likely to have automatic enrollment in place. Read more >
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