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 >
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Ascensus Maps the Pros and Cons of Advising Small DC Plans
Debt Hampers Retirement Saving for Those Closest to Retirement
2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Sponsored message from JP Morgan
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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

Advertising: Paul Zampitella

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