Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 6th, 2016
'Church Plan' Cases to Be Heard by Supreme Court
The U.S. Supreme Court has agreed to review three cases in which federal appellate courts found health care institutions’ pension plans were not ‘church plans’ under the definition in the Employee Retirement Income Security Act. Read more >
ERISA Stock Drop Suit Filed Against Exxon Mobil
The plaintiff claims defendants’ breaches of fiduciary duty occurred when they knew or should have known that Exxon’s stock had become artificially inflated in value due to fraud and misrepresentation, thus making Exxon stock an imprudent investment under ERISA and damaging the plan and those plan participants who bought or held Exxon stock. Read more >
Millennial Essentials
When it comes to recruiting Millennial advisers, Michael Liersch, head of behavioral finance and goals-based consulting at Merrill Lynch, has some insights. “They have different ideas about the income risks they are willing to take. Many of them want a salary as opposed to a production-based commission.” Read more >
Reforms in United Kingdom Offer Guidance for U.S. Policy
Retirement reforms being implemented in the UK through 2018 represent an important testing ground for government-backed savings efforts. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Retirement Industry People Moves
Sponsored message from JP Morgan
Are Your Clients Concerned about Plan Fees?
Help your clients tackle retirement plan decisions and address cost concerns. J.P. Morgan’s 401(k) Fee Comparison Tool can help you compare your clients’ current fees with industry averages. DISCOVER POTENTIAL SAVINGS > Read more >
Adviser Preferences Study Denotes Commitment to Clients
Advisers have a lot of choice when it comes to fine-tuning their business model, but they must know what matters most to which clients.   Read more >
Advisers Looking to Technical Solutions Ahead of DOL Rule
A new survey finds that as implementation of the DOL’s fiduciary rule approaches, more than half of advisers expect to increase investment in client service and compliance technology. Read more >
LPL Financial Reveals Presidential Transition
The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. Read more >

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

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

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade