April 11, 2017
Peabody Energy Wins Dismissal of Stock Drop Suit
The plaintiffs unsuccessfully alleged plan officials breached their fiduciary duties by continuing to offer Peabody Stock as an investment option for the plans when it was imprudent to do so and by maintaining the plans’ pre-existing significant investment in Peabody Stock. 
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Lump Sum Spending Often Followed By Regret
Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision, they recall being presented with information comparing the total amount of the lump sum versus the total value of the annuity payments.
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Financial Advisers a Trusted Ally for Military Families
A new rule will reduce guaranteed lifetime income from the military’s pension by 20%, but financial advisers are keen in helping service members offset the potential losses.
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Short-Term Optimism Can Benefit Retirement Planning
Most are confident the economy will improve this year, but the majority would like more help with long-term financial planning.
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MOST READ ARTICLES
1
COMPLIANCE
Court Again Dismisses ERISA Complaint Against Disney
2
COMPLIANCE
Sorting Out The Fiduciary Rule Curveball
3
COMPLIANCE
Advisory Firm Dodges ERISA Suit Against BB&T
4
DEALS AND PEOPLE
Retirement Industry People Moves April 17 to April 21
SPONSORED MESSAGE FROM ASAE
A retirement plan created for organizations like yours.
Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent.
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TDF Market Shows Signs of Maturity
An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to Mercer research.
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Financial Wellness Increasingly Included in Well-Being Programs
A growing percentage of companies are expanding their well-being programs to include employee financial security, according to the 8th annual survey on corporate Health and Well-being from Fidelity Investments and the National Business Group on Health.
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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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