Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 27th, 2016
**Most-Clicked Articles in 2016**
Collected below are the most-clicked stories published on www.planadviser.com during 2016. Unsurprising, articles about the fiduciary rule and participant litigation are well represented, showing just how much regulatory pressure advisers are feeling. Readers were also particularly interested in data about the increased housing debt carried by retirees. We will have much more on all these topics throughout 2017.
Sec. Perez and Department of Labor Unveil Final Fiduciary Rule
Labor Secretary Thomas Perez stressed to reporters that changes made to the proposed version of the regulations will make the final fiduciary standard broader and stronger, “but absolutely workable.” Read more >
Great-West/Empower Targeted in Revenue Sharing Lawsuit
Great-West, now doing business as Empower Retirement, is facing similar accusations to those leveled against Prudential at the end of last year. Read more >
What ERISA Attorneys Will Look for in Final Fiduciary Rule
Trusted ERISA attorneys Fred Reish and Brad Campbell, of Drinker Biddle and Reath, cut through some of the “mishmash of conflicting rumor and speculation” surrounding the forthcoming final fiduciary rule. Read more >
IRS Finalizes Rules for Allocating Roth Distributions
No comments were received regarding the proposed regulations, so the IRS finalized the proposed regulations, with a one-year delay of the applicability date. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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MassMutual Sued Over Stable Value Fund Fees
The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans. Read more >
ERISA VISTA: Revenue-Sharing Payments
ADVISER QUESTION: I am a fiduciary investment adviser to ERISA plans and receive an advisory fee for my services. I also own a company that provides recordkeeping services to ERISA plans. May I recommend mutual fund investments to those plans that pay revenue sharing to my recordkeeper company? Read more >
From the Magazine: Under Armor
There has been nothing short of a furious pace in the filing of new lawsuits under the Employee Retirement Income Security Act recently. Some of the latest suits take novel approaches, calling into question the most basic assumptions that service providers have relied on when assessing questions of fair client costs and value. Read more >
Senate Bill Aims to Amend ERISA
Senator Johnny Isakson has introduced legislation designed to foil the fiduciary rule and amend the Employee Retirement Income Security Act. Read more >
Edward Jones Maps Out Fiduciary Rule Response
The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product to comply with the new fiduciary rule for ongoing and new relationships. Read more >
Housing Debt Is Invading Retirement
Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt. Read more >

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

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

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