March 15, 2017
DOL Publishes Field Assistance Bulletin Regarding Fiduciary Rule Delay
The Department of Labor is seeking to offer assurance to advisers that it does not intend to enforce the fiduciary rule slated for implementation April 10, even if it fails to formally overturn the rulemaking by then.
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Allergan Stock Drop Challenge Blames Fiduciaries For Losses
For claims alleging a fiduciary breach based on non-public information, the high court has held that plaintiffs must plausibly allege an alternative action fiduciaries could have taken and would not have viewed as more harmful to the plan than helpful.
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Decisions in Tussey Case Not Over
An appellate court has remanded the case back to the district court to re-evaluate the calculation of damages.
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Retirement Industry Weighs In On Trump's Fiduciary Rule Delay
In comment letters to the DOL, investment firms, retirement plan service providers and trade groups voice support for the decision to delay the implementation of the new fiduciary rule until the Trump-appointed leadership completes its economic and legal analysis.
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Analysis Suggests Roth Almost Always Outperforms Traditional IRA
Investing in a Roth versus a traditional IRA effectively raises the limit on what one can save, leading to materially greater wealth in retirement in the vast majority of tax scenarios.
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MOST READ ARTICLES
1
COMPLIANCE
OMB Receives Final Fiduciary Rule Delay Language
2
COMPLIANCE
Republicans In Congress Eye Retirement Account Tax Reforms
3
DEALS AND PEOPLE
Retirement Industry People Moves March 20 to March 24
4
DATA AND RESEARCH
Plans to Retire Later May Not Pan Out
SPONSORED MESSAGE FROM Oppenheimer Funds
2017 Outlook: Why Trump's Election May be a Game-Changer
The U.S. election results may prove to be a game-changer for investment prospects in 2017.
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FASB Issues Update to Accounting Standards Codification
The amendments involve the presentation of net periodic pension cost and net periodic postretirement benefit cost.
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GSAM Q&A Discusses Tax Reform Effect on Pensions
The document is titled, Does a Borrow-to-Fund and De-Risk Strategy Still Make Sense?
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Americans Need More Info About IRAs
“With so many competing financial priorities, it’s not surprising to find that Americans focus on their current needs,” says Kathie Andrade, chief executive officer of TIAA’s retail financial services business. “By learning about the tax benefits of contributing to an IRA, they may find they can take the sting out of saving for their long-term goals.”
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Shift from DB to DC Resulted in Decline in Income Replacement
Retirement income as a percentage of wealth has declined as the employer-sponsored retirement plan landscape has been moved to mostly DC plans, a study finds.
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PlanSource Enhances Mobile and Online Solutions
Enhancements include more options for administering 401(k) accounts and configuring how employee groups are managed in the system.
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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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