Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 18th, 2017
Second DOL FAQ Published Detailing Communication Standards
Many of the questions advisers and providers have asked about the Department of Labor fiduciary rule relate to the line drawn between fiduciary and non-fiduciary client communications. Read more >
PBGC Monitors Actions That Can Signal DB Plan Distress
In an updated page on its website, PBGC says its experience under the EWP is that it can avoid terminating a plan by working with the plan sponsor to obtain protections before a business transaction significantly increases the risk of loss. Read more >
Last Day of 403(b) Remedial Amendment Period Announced
IRS Revenue Procedure 2017-18 provides that the last day of the remedial amendment period for 403(b) plans is March 31, 2020. Though 403(b) plan sponsors had to adopt a written plan by December 31, 2009, they will be able to restate their plans to adopt one of the prototypes when the IRS makes them available. Read more >
Gender Pay Gap Affects Women’s Retirement Savings
For every dollar men earn, women in the U.S. make 80 cents on average, according to the latest available data. That wage gap can lead to an even bigger divide down the road when it comes to retirement savings in a 401(k), NerdWallet says. Read more >
IRS Life Expectancy Tables Updated for Retirees
Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Keeping Up with the Securing a Strong Retirement Act
Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits
Sponsored message from J.P. Morgan Asset Management
Interview with Charlie Cote of J.P. Morgan Asset Management
Discover what J.P. Morgan is doing to help advisers build stronger plans for their plan sponsor clients. Read more >
More IRA Owners Contributing the Maximum
Higher growth in account balances was found among consistent IRA owners. Read more >
Proposal Would Amend QNEC, QMAC Definitions
Commenters expressed concerns that the current definitions would preclude them from using forfeiture accounts to fund the contributions. Read more >
Advicent Reveals Strategic Partnership with Janney Montgomery Scott
Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools.  Read more > Adds Content About Social Security Claiming
The Social Security eSource will help advisers provide specific claiming strategy guidance to clients. Read more >
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