PLANSPONSOR 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
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Spouses Play Increasingly Influential Role Alongside Advisers

Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.

CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction

Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

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

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

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