February 2nd, 2016

Inside the Mind of a TDF Portfolio Manager Running a name brand target-date fund series with billions of dollars invested is like cooking a small fish. Read more > IRS Provides Guidance About Mid-Year Safe Harbor Plan Changes A new IRS publication sets out special conditions that must be satisfied for a mid-year change that alters a retirement plan’s required safe harbor notice content. The IRS explains that not every change alters information required to be provided in a plan’s safe harbor notice.  Read more > Employers Need a New Way to Influence Retirement Decisions The traditional model of full retirement at a fixed date is on the wane, and this may affect employers’ ability to manage human capital. Sounds like a recipe for advice and education.  Read more > Are Americans Healthy Enough to Retire Later? It’s a blunt but critically important question. A new paper from the National Bureau of Economic Research uses two methods to assess capacity to work at older ages. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Once They Catch On, PEPs Could Grow Exponentially 4 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 5 Many Near-Retirees Don't Understand Social Security Benefits

Sponsored message from T. ROWE PRICE Let Gamification Energize Participant Engagement Gamifying retirement planning Saving and investing for retirement is no game. However, some DC providers are leveraging gamification techniques to make a serious subject more approachable and actionable. It’s all about engaging people in the process and helping them make educated choices about the future. Read more > A Paper Outlines Easy Steps to Make the Switch The fee-based model lets advisers spend more time servicing clients, developing relationships and pursuing strategic business development opportunities, a paper says, and a book of business can be changed over gradually.  Read more > IRS to Discuss Required Retirement Plan Changes The Internal Revenue Service announced an upcoming webinar, Retirement Plans 2015 Cumulative List of Changes Highlights. Read more > Job Seekers Looking for Student Loan Reimbursement Today’s job seekers are not just interested in whether a prospective employer offers a retirement and health plan, along with a paid vacation; they are looking for help from an employer paying off their student loans. Read more > John Hancock Introduces Plan Review Tool John Hancock Retirement Plan Services introduced a new plan review solution that helps advisers easily evaluate the overall health of a client’s retirement plan and demonstrate their value to plan sponsors and participants. Read more >

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