January 7th, 2016

New Year Brings Familiar DC Plan Litigation Actions Two new large retirement plan fee complaints have already emerged in the first week of 2016, highlighting the substantial amount of fiduciary litigation risk still faced by plan sponsors and their provider partners. Read more > The Auto Savings Generation Millennials saving for retirement are bucking the trends of savings insufficiency and equity aversion, according to a white paper published by Vanguard researchers. Read more > A New Look at Social Security Income Replacement Rates The Social Security Administration says replacement rates average only around 40%. Read more > IRS Issues New User Fee Schedule for Employee Plans The IRS has issued Revenue Procedure 2016-8, providing guidance for complying with the user fee program of the IRS as it pertains to requests for letter rulings, determination letters, Voluntary Correction Program compliance statements, etc., on matters under the jurisdiction of the Commissioner, Tax Exempt and Government Entities Division. Read more > MOST READ ARTICLES

Practice Management Center Technology development. Fiduciary reform. Client service disruption. Interest rate hikes. Running a retirement plan advisory business isn’t easy, but our new Practice Management Center can help. Read more > CUNA Mutual Enhances Participant Website The RetiredOnTarget website features resources to help those older than 55 shift their focus from saving for retirement to preparing for and living in retirement. These include online classes, videos, articles and calculators designed specifically for near-retirees. Read more > DIVERSIONS: Fun, Health Trump Money in Resolutions Financial goals no longer rule people’s thoughts of a new, improved year to come. Instead, the focus is on family, friends, health and pleasure.  Read more >

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