April 21, 2017
CVS Wins For 3rd Time in Fiduciary Breach Challenge
ERISA lawsuits often see a number of rulings, appeals and modifications before reaching a final conclusion—and the matter of Barchock vs. CVS is no exception.
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Millennials Display Outsized Return Expectations, Desire for Advice
Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan.
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TIAA TDFs Aim for Direct Real Estate
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.
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Investment Products and Service Launches
Conway Acquires Alternative Investments Platform; and ActiveAllocator Enhanced with TradeIt.
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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
Editor’s Note: DCIO Survey Is Underway
The PLANADVISER Defined Contribution Investment Only survey is underway! This survey of DCIO providers examines the status of the current industry and this year will also include a feature story on the future of DCIO. DCIO firms can take part here https://www.research.net/r/DCIO_AdDash and can contact Quinn Keeler at quinn.keeler@strategic-i.com for more information or Mike Garity at Michael.garity@strategic-i.com for advertising information. The deadline for responses is April 28.
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Institutional Investors Say ESG Helps With Returns and Volatility
However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds.
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Fiduciary Education Course for Plan Sponsors Launched
Plan sponsors learn about topics covering fiduciary responsibilities, hiring and monitoring service providers, and understanding fees.
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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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