Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 23rd, 2017
Everything You Wanted to Know About Form 5500
The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Read more >
DCIIA Standardizes ‘Auto’ Terms
Understanding of plan design terms has been all over the map. Read more >
6% Deferral Rate Welcomed
Participants also value a match more than a raise. Read more >
Pension Inspector 10.0 Released by AtPrime Media
Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Sponsored message from J.P. MORGAN
No Two Retirement Savers Are Alike
Which is why JPMorgan SmartRetirement® funds use actual participant behavior and asset allocation expertise to meet retirement investors’ needs.  Read more >
Investment Products and Service Launches
Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform. Read more >
Retirement Industry People Moves
New York Life Names New CIO; Allianz Life Appoints New Senior VP; GW&K Creates General Counsel Position. Read more >
Ascensus Revamps TPA Support Services
Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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