PLANADVISER Weekend Newsdash
Week ending December 23rd, 2016
Editor's choice
Compliance
Expect More Varied ERISA Litigation in 2017
Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more to come. Read more >
Compliance
Tibble vs Edison Still Being Fought in Federal Courts
After multiple trips through the district and appellate court systems and consideration by the Supreme Court on multiple occasions, Tibble vs Edison took another step forward today. Read more >
Client Service
DC Industry Changes Will Remain Even if DOL Rule Reversed
Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule. Read more >
Client Service
Benefits of HSAs Key to Holistic Retirement Planning
Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. Read more >
Investing
TDF Market Center of DC Industry Growth and Innovation
Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns. Read more >
MOST POPULAR STORIES
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
2020 PLANADVISER National Conference
More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

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