Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 7th, 2019

Mission-Based Employer Embraces ESG TDFs, In-Plan Income

UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education, sustainability and global thinking, the school has embraced an environmental, social and governance (ESG) target-date fund, as well as in-plan guaranteed income.Read more >
Compliance
Mutual of Omaha ERISA Lawsuit Defeats Early Dismissal Motions
In his opinion, the district court judge says an ERISA complaint of this nature does not need to describe in exhaustive detail the ways in which plaintiffs believe defendants breached their fiduciary duties.Read more >
GASB Proposes Implementation Guide for Fiduciary Activities
The Government Accounting Standards Board is asking for comments on the implementation guide for Statement No. 84, which provides guidance regarding what constitutes fiduciary activities for financial reporting purposes, the recognition of liabilities to beneficiaries, and how fiduciary activities should be reported.Read more >
Products, Deals and People
Hooker & Holcombe Hires Retirement Plan Education Specialist
Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist.Read more >
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