Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 22nd, 2016
ERISA Lawsuit Filed Against Starwood Hotels
Participants allege that Starwood had the bargaining power to obtain and maintain low fees, but it did not exercise this power for many years. The complaint resembles and cites the well-known Tibble vs. Edison Supreme Court decision.  Read more >
From the Magazine: The Second Take
The 2016 PLANSPONSOR Defined Contribution Survey found that, over the past three years, just 1.9% of retirement plan sponsors had re-enrolled participants in the plan’s default investment. Read more >
TDF Market Center of DC Industry Growth and Innovation
Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns. Read more >
Should Clients Be Preparing to Pay Student Loan Debt in Retirement?
A GAO analysis finds the number of borrowers, especially older borrowers, who have experienced offsets of Social Security benefits to repay defaulted federal student loans has increased over time. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Financial Shocks in Retirement
The latest SOA mortality data finds that a healthy 65-year-old male will live to age 86.6, while a 65-year-old female will reach age 88.8. Nonetheless, the majority of pre-retirees and retirees do not anticipate living that long. Read more >
2016 PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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