Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 30th, 2015
New Law Expands Allowable Rollovers to SIMPLE Plans
Before this change, a SIMPLE account could only accept contributions under a qualified salary reduction arrangement (i.e., another SIMPLE plan). Read more >
Court Looks Beyond Simple Meaning of Church Plan
Catholic Health Initiatives has won a lawsuit challenging its pension plan’s church-plan status. Read more >
How Do Men and Women Differ as Investors?
Women face special challenges when saving for retirement, and their approach to investing is different from men’s, research shows. Read more >
Court Refuses to Apply New Test for Top Hat Plans
A former employee of a Pennsylvania non-profit cannot rely on the Employee Retirement Income Security Act for benefit protections as the plan in which he participated is a “top hat” plan, a court found. Read more >
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Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
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A New World and New Opportunities for Alpha
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PANC 2020: Is It Time to Re-evaluate TDFs?
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AutoZone ERISA Suit Clears Motion to Dismiss
2015 PLANADVISER Practice Benchmarking Survey
Retirement plan advisers that want to remain competitive need to gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey gives invaluable insight into your industry competitors. Read more >
Will the DOL’s Fiduciary Reproposal Affect Your Practice?
Would the DOL’s proposed redefinition of fiduciary affect an independent RIA who provides individual, non-ERISA wealth management and financial planning? Fred Reish and Joan Neri—experts in the Employee Retirement Income Security Act—weigh in on who might be considered a fiduciary. Read more >
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