Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 6th, 2016
Guidance Issued About IRS Determination Letter Program
The IRS is making changes to the program in anticipation of its planned elimination, effective via January 2017.  Read more >
Advising on the Downside
Amid all the technology and client service developments of recent years, it is still crucial to educate participants about the basics of a well-diversified portfolio and avoiding emotional trading in tough markets.  Read more >
Trendspotting: Advisers and HSAs
Whether advisers want to address these costs or not, the trend toward high-deductible health care plans paired with health savings accounts is bringing the subject of health care costs (pre- and post-retirement) to the fore. Read more >
Cetera Finds New Independence Amid RCS Debt Deal
Investors committed another $150 million to spin off Cetera Financial Group from the struggling RCS Capital Corporation, amid a wider deal to restructure a half-billion dollars in debt.  Read more >
2018 PLANADVISER National Conference
Two Key Themes for DC Plans
Church Failed to Provide Retirement Benefits to Former Employees
DISRUPTION: Time to Consider an OCIO for DC Plans?
Partnership Offers Advisers Chance to Build 401(k) Business
Retiring Later Could Hinge on Socioeconomic Factors
As longevity rises, many policy experts contend that people’s working lives will also lengthen. But this argument assumes all workers have experienced the same increase in life expectancy—without factoring in socioeconomic status. Read more >
Alliance Benefit, Retirement Clearinghouse Partner on Rollovers
Alliance Benefit Group of Illinois is partnering with Retirement Clearinghouse to assist participants with consolidating their retirement savings in their current employers’ plans. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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