March 21, 2017
SafeWay ERISA Lawsuits Advance in Federal Court
Two lawsuits filed against the company alleging a failure to prudently manage retirement plan investment and administrative fees have survived preliminary motions to dismiss.
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J.D. Power Polling Reveals Investor Opinions on Faulting Fiduciary Rule
Market forces may drive some of the reforms the Department of Labor sought to achieve under the Obama presidency—but a cadre of investors also remains committed to commissions. 
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Plan Quality Varies Significantly By Industry
The second annual 401(k) Plan Benchmarking Report from ALM Intelligence/Judy Diamond Associates finds a clear “disparity between the quality of 401(k) plans in white-collar and blue-collar industries.”
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IRS Releases Reminders After Increase of Incorrect User Fees
The IRS established recommendations, suggestions and tips on how plan sponsors can evade an overpayment of user fees; qualify for lower fee prices; and determine the correct user fee based on number of participants.
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2018 Contribution and Benefit Limits Announced
Advisers More Apt to Use CITs in Client Portfolios
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
PANC2017 Improving Plan Design for Retiring Participants
From the Magazine: Forgotten Generation?
Providers focus on Boomers, when Gen X has $5.7 trillion in investable assets.
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Pentegra Introduces Report About Fiduciary Responsibilities
Pentegra Fiduciary SmartPath details each fiduciary role in a retirement plan and focuses on helping plan sponsors and advisers clarify the many nuances associated with fulfilling their obligations.
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Paychex Partners on Fiduciary Investment Solutions for Plan Sponsors
New offerings include ERISA 3(21) investment guidance services through Wilshire Associates and ERISA 3(38) investment management services through Mesirow Financial.
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Editorial: Alison Cooke Mintzer
Advertising: Paul Zampitella
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