Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 2nd, 2018
Court Denies Motion to Dismiss Edward Jones Self-Dealing Suit
U.S. District Judge John A. Ross noted in his order that the arguments the defendants advance in support of dismissal are virtually identical to those raised in their original motion which was rejected by the court and, absent a new argument, he is led to the same conclusion not to dismiss the suit. Read more >
Court Orders Plan Fiduciary to Pay Restitution to 401(k) Plan
A fiduciary to the Southside Manufacturing Corp. Retirement 401(k) Savings Plan will pay restitution of $87,276 for stealing from an employee benefit plan, and failing to pay federal taxes. Read more >
Americans Unsure How Long Recovery From Stock Market Volatility Would Take
A survey also revealed that among those Americans with access to using retirement savings vehicles, only 46% say they are contributing as much as they would like. Read more >
Paper Argues Green Bonds Can Help Investors Mitigate Risk Factors
“Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic gains as well as defend returns,” Yvette Klevan with Lazard Asset Management says. Read more >
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Invesco to Purchase OppenheimerFunds, owned by MassMutual
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2018 PLANADVISER National Conference
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Two Key Themes for DC Plans
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Church Failed to Provide Retirement Benefits to Former Employees
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DISRUPTION: Time to Consider an OCIO for DC Plans?
Sponsored message from PIMCO
TDFs: Go Active Where it Matters, Passive Where it Saves
TDFs that blend actively managed bonds with passively managed stocks may deliver superior results  Read more >
Retirement Industry People Moves
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more. Read more >
The 2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists and Winners
The 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more >
Market Mirror
The stock and bond markets were closed on Friday.   WEEK’S WORTH: For the week ending March 30, the Dow climbed 2.42%, the NASDAQ was up 1.01%, and the S&P 500 gained 2.03%. The Russell 2000 increased 1.28%, and the Wilshire 5000 finished 1.85% higher.

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

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

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