Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 6th, 2018
Attorneys Report Settlement in Duke University 403(b) Plan Cases
One case focused on excessive fees for recordkeeping, administrative, and investment services, and the other focused on revenue sharing. Read more >
No Required Amendments on IRS’ Annual List for 2018
When the agency ended its determination letter program, it said it would publish a list of required amendments for individually designed retirement plans to maintain their qualified plan status after October 1 of each year. Read more >
Institutional Investors Expect the Bull Market Will End in 2019
Sixty-five percent of institutional investors expect the bull market will end within the next 12 months, according to a report from Natixis Investment Managers, “Keep Calm and Invest On.” Seventy percent expect another financial crisis within the next five years. Read more >
Complying With ‘FAIR Act,’ SEC Eases Fund Research Distribution Restrictions
The SEC says these changes are needed to reduce obstacles to providing research on investment funds, and to harmonize the treatment of such research with research on other public companies. Read more >
MOST READ ARTICLES
1
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
2
Edward Jones Self-Dealing ERISA Challenge Leads to $3M Settlement
3
Many Retirees Spending More Than They Expected
4
Pension Plan Glide Paths Need to Evolve
5
ERISA Litigators Reflect on Lessons Learned in 2018
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Ups, Downs of Balanced Funds
When retirement plan sponsors were asked last year in the PLANSPONSOR Defined Contribution Survey what they thought was the best qualified default investment alternative option for their employee population, 56.7% said a target-date fund. Only 8.4% cited a balanced fund, and 8.8% a managed account. Read more >
PBGC Wants to Collect Information About DB Plan’s ERISA Coverage
The PBGC insures DB plans covered under title IV of ERISA, and if a question arises about whether a plan is covered under title IV, the PBGC may make a coverage determination. Read more >
Optum Offers HSA Growth with Upgraded Data Analytics
The tool groups consumers into microsegments based on characteristics and behaviors, allowing employers to then create targeted communications for HSAs.  Read more >
Market Mirror
Stock and bond markets were closed Wednesday for a national day of mourning to honor former President George H.W. Bush.

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

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

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