Week of April 28, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! We finally have a new Secretary of Labor, on the verge of President Trump’s 100th day in office. Andrew Acosta is known for a distinguished career in public service, and compared with the previous pick for the position, the response to the nomination and approval of Acosta has been far more positive, both on the left and the right of the political spectrum. Get the latest reporting on the Acosta confirmation and other pressing regulatory matters below, and have a great weekend! 
EDITOR'S CHOICE
New Pilot Takes the Helm at Department of Labor
The newly confirmed Secretary of Labor, Alexander Acosta, will steer from the top the effort to either overturn or leave in place the Obama-era fiduciary rule and other regulatory reforms.
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Does White Labeling Conflict With Transparency Trends?
At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you.
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Few See Income Drop After Claiming Social Security
Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth runs out.
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Bill Would Address Loan Repayments and Savings After a Hardship Withdrawal
The Shrinking Emergency Account Losses Act would allow employees to continue to contribute to their DC plans during the six months following a hardship withdrawal, among other things.
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Most IRA Assets Flow From Employer Plans
A new study by the Center for Retirement Research explores the modern state of the individual retirement account and those who invest in it.
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MOST POPULAR STORIES
Compliance
Court Again Dismisses ERISA Complaint Against Disney
The second amended complaint in a lawsuit accusing the Walt Disney Company of wrongdoing under ERISA fails to plausibly demonstrate that fiduciary breaches occurred, a district court ruled. 
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Compliance
Sorting Out The Fiduciary Rule ‘Curveball’
The Trump Administration’s Department of Labor still has not amended or replaced the Obama-era fiduciary rule as it has pledged to do; it has simply issued a brief delay and some supplemental interim exemptions. 
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Compliance
Advisory Firm Dodges ERISA Suit Against BB&T
In the underlying complaint, the advisory firm was lumped together with the plan sponsor/recordkeeper and accused of permitting fiduciary breaches under ERISA. 
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Compliance
SSGA Retirement Policy Leader Expects Retirement Tax Reform
State Street Global Advisors is just the latest firm to tell PLANADVISER that serious policy conversations going on behind closed doors in Washington very much include retirement tax reform. 
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Deals and People
Retirement Industry People Moves
Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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