| EBSA Seeks Damages from Money Purchase Plan |
| Two plan trustees are accused of breaching their fiduciary duties by failing to take action to recover funds owed to a money purchase plan, which was allegedly loaned in violation of ERISA.
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| Equity and Bond Ownership Rises Among Middle Class |
| A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground thanks to pensions and DC plans.
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| Minimizing the Loss When Someone Leaves |
| Replacing any successful advisers depends on re-establishing trust, which inevitably will be shaken when the person leaves. “I think that’s probably the biggest concern from the plan committee and plan sponsor,” one expert suggests.
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| Tax Reform Could Take Variety of Paths |
| “The Congress faces an array of policy choices as it confronts the challenges posed by the amount of federal debt held by the public—which has more than doubled relative to the size of the economy since 2007.”
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