April 19, 2017
ESOP Awarded More Than $9 Million for Overpayment of Company Stock
A federal court held that First Bankers breached its fiduciary duties to the plan’s participants by failing to conduct a prudent investigation into the fair market value of the shares.
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Factoring Gender Into Lifetime Income Discussions
Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in retirement.
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Consultants Make Recommendations for Plan Sponsor Fund Lineups
Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.
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Bill Would Encourage More Employee Stock Ownership
The legislation would reform the Securities and Exchange Commission Rule 701, which imposes a slew of regulations on small businesses, especially newly formed start-ups.
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MOST READ ARTICLES
1
COMPLIANCE
2018 Contribution and Benefit Limits Announced
2
INVESTING
Advisers More Apt to Use CITs in Client Portfolios
3
CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
4
INVESTING
PANC2017 Improving Plan Design for Retiring Participants
What it Takes
Learn a little bit more about what we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.
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May 1 Is Deadline for New Adopters of Pre-Approved Plans
DC plan sponsors with individually designed plans can convert to a pre-approved plan now that the IRS determination letter program has ended.
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Most Investors Would Be Happy to See New Fiduciary Standard
Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice. 
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2017 PLANADVISER Adviser Value Survey
Our latest survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial.
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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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