Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 2nd, 2020

Staying Audit Ready in a Turbulent Time

As one might expect, what the Department of Labor (DOL) and the Securities and Exchange Commission (SEC) are particularly interested in is how advisers are paid. Read more >
CARES Act Update: A Few Important Points About Required Minimum Distributions
First the SECURE Act and now the CARES Act have made important changes to the rules for required minimum distributions from individual retirement accounts and 401(k)s. Read more >
‘Made to Stick’
Default investment acceptance increases marginally for target-date funds with lower expense ratios, lower levels of equity risk and higher relative performance–expense ratio having the largest effect among the three. Read more >
Discovery and Trial Ordered In Teva Pharma ERISA Challenge
The text of the pro-plaintiff ruling offers a helpful history lesson about several precedent-setting cases that continue to define the borders of the ERISA litigation landscape. Read more >