Highlights of our posts for the week of April 1 included:
Legal and Regulatory
• Obama’s budget proposal reportedly includes a cap on individual retirement accounts.
• What triggers a Form 5500 audit?
• Lessons for plan fiduciaries from the Tibble case.
• The Stockton, CA, bankruptcy case proceeds, focused on pension liabilities.
• Is 401(k) litigation the ‘next asbestos’?
Service Providers
• American Funds is becoming more market responsive.
• GAO investigates IRA rollover practices by money management firms.
Practice Management
• Gen X and Gen Y advisors are outperforming Boomers.
• Assessing fiduciary risk in DC plans.
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