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 >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
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 alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

Subscribe to NEWSDash, click here .

To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade