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.
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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.
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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."
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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.
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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
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 >
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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.
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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.
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AXA Introduces Open Architecture Recordkeeping Platform
The new DC plan solution combines human touch and technology to make the onboarding experience easier.
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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.
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Retirement Industry People Moves
Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; 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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