Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 10th, 2019
Georgetown University 403(b) Plan Defeats ERISA Challenge
In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b) plans. Read more >
The Case for Roths
Roughly 72% of plans offer a Roth contribution option, according to the 2018 PLANSPONSOR Defined Contribution (DC) Survey, which covered 4,000 DC plans. Roth availability was more prevalent at the largest plans—nearly 79% for those over $1 billion in assets—but comparable across other plan sizes. Read more >
PLANADVISER Recordkeeper Services Guide
Recordkeepers continue to evolve their investment offerings. Whereas in the past, the majority offered only a limited number of investments, many today have open architecture platforms that permit a retirement plan adviser to select the best funds for a particular plan from the entire universe of mutual funds. Read more >