April 10, 2017
Congress Considers Lifetime Income Disclosure
The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities.
Read more >
BlackRock TDFs Called Out in 401k Excessive Fee Case
The lawsuit contends layering of BlackRock proprietary funds within its TDFs causes excessive fees for plan participants.
Read more >
Putnam Prevails in 401(k) Self-Dealing Suit
Before ultimately finding plaintiffs' claims were time-barred, a judge found Putnam's mutual fund fees were reasonable and a comparison to Vanguard funds was "apples to oranges."
Read more >
Closed DB Plan Nondiscrimination Rules Bill Reintroduced
The bill amends the nondiscrimination rules to protect older workers in plans that have been closed or frozen.
Read more >
MOST READ ARTICLES
1
DEALS AND PEOPLE
Retirement Industry People Moves June 19 to June 23
2
COMPLIANCE
Voya Wins Dismissal of Suit Over Advice Service Agreement
3
COMPLIANCE
Fiduciary Compliance Remains a Squishy Concept
4
COMPLIANCE
Putnam Wins Suit Over Proprietary Funds in 401k
SPONSORED MESSAGE FROM J.P. MORGAN
Three Keys to a Stronger DC Plan
More than half of plan sponsors measure success by the number of participants on track toward a financially secure retirement, according to research from J.P. Morgan. Discover three ways we can help you enhance plan and participant outcomes. LEARN MORE >
Read more >
IRS Approves DATAIR 403(b) Pre-Approved Plan Document
The document is a volume submitter format and is designed to accommodate both ERISA and non-ERISA plans as well as church plans and plans for governmental entities.
Read more >
Firm Uses Quarterly Review to Streamline Retirement Plan Audit Process
When issues are detected during a plan year they can also, most likely, be corrected prior to plan year end, JMM CPA says.
Read more >
AXA Introduces Open Architecture Recordkeeping Platform
The new DC plan solution combines human touch and technology to make the onboarding experience easier.
Read more >
Investment Products and Service Launches
Nationwide Adds 3(21) Fiduciary Service from IRON Financial; intellicents to Use Schwab Automated Investment Management Program; Delaware Investments Rebrands; and more.
Read more >
Retirement Industry People Moves
Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.
Read more >
Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
Subscribe to PLANADVISERDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics /
Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade
To Unsubscribe, click here.