Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 28th, 2016
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. Read more >
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. Read more >
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. Read more >
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.” Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Congressional Democrats Continue Push on Butch Lewis Act
The Rise of Zero Revenue Share Funds
Historically, these share classes have largely been offered solely to employer-sponsored retirement plans, but, due to their appeal, managers are broadening eligibility to include other institutional investors such as endowments and foundations. Read more >
The Second Take
How to help plan sponsors and participants get the most out of re-enrollments.  Read more >
ESG Investing Had a Big Year in 2016
ESG investing was once viewed as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth. Read more >

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

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

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