Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 1st, 2016
Plan Document Considerations in ‘Montanile’ Decision
ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it pertains to enforcing liens on retirement or health plan assets. Read more >
Only 20% Plan to Convert Savings to Guaranteed Income
Fifty-six percent of Americans do not have a retirement income strategy, and among those that do, the most sophisticated plans usually just involve withdrawing money over time from savings accounts.  Read more >
DB Clients Should Know About Proposed Accounting Changes
The Financial Accounting Standards Board has proposed some fairly substantial changes to reporting for defined benefit plans and other post-retirement benefits. DB plan clients hoping to submit comments have until the last week of April to do so.  Read more >
PLANADVISER Retirement Plan Adviser Survey
Arguably, retirement plan advisers have a better—or at least a more comparative—perspective than their plan sponsor clients about the relative strength of products and services offered by investment and recordkeeping providers. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
Once They Catch On, PEPs Could Grow Exponentially
Sponsored message from T. ROWE PRICE
Next Generation Thinking: A fresh look at the millennial generation
The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more >
Retirement Industry People Moves
New hires and promotions at Acadian Asset Management, Alpha Pension Group, Pentegra Retirement Services, Cafaro Greenleaf and more. Read more >
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