PLANSPONSOR Weekend Newsdash
Week ending May 19th, 2017
Happy Friday, PLANSPONSOR readers! Witnesses for a House Subcommittee hearing told legislators what rules hinder retirement savings and what rules would help. Two university 403(b) plan excessive fees suits have moved forward—but one judge says offering a plethora of funds helps participants, while another says it could hurt participants. A study finds that women are actually better at saving and investing than they think, and a paper suggests retirees are not spending enough to live their retirement dream. All this and more in this edition of PLANSPONSOR Weekend!
Editor's choice
Compliance
Regulations, Legislations Impede Retirement Savings of Americans
The DOL fiduciary rule, the rollback of an ERISA safe harbor for state-run plans and the new health care law were mentioned by witnesses in a House Subcommittee hearing.Read more >
Compliance
Duke University 403(b) Plan Excessive Fee Suit Moves Forward
Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the plan.Read more >
Participants
Women Better at Saving and Investing Than They Think
Fidelity Investments client data analysis shows on average, women performed better than men when it comes to investing by 40 basis points.Read more >
Data and Research
Fear Keeps Older Americans from Experiencing Dream Retirement
A paper suggests special care needs to be taken to educate age cohorts about their biases to avoid investment portfolios and financial plans that are too conservative.Read more >
Products
Plan Health Not Just About Fees and Investments
Two providers have introduced retirement plan health measurement tools with different approaches.Read more >
Share the news with a friend! Pass PLANSPONSOR Weekend along—and tell your friends/associates they can sign up for their own copy.Read more >
MOST POPULAR STORIES
DOL Offers Guidance for Locating Missing Participants

Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.

2020 Recordkeeping Survey
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
Sponsors Have Many Considerations as PEPs Hit the Market
Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or stick with their single-employer plan.
Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit

Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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