PLANSPONSOR Weekend Newsdash
Week ending February 12th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. We are proud to present below the 2016 PLANSPONSOR Retirement Plan Adviser of the Year finalists, divided this year into four categories according to team size: individual, small team, large team and mega team. Our judges have picked out a top flight of advisers that represent the best service to plan sponsors and their participants. We’ll have much more information in the coming days and weeks about our finalists—and eventual winners—so stay tuned.
Editor's choice
2016 Individual Finalists
Individual advisers submit information just for themselves, sometimes within a larger practice. Follow the link to see the 2016 Retirement Plan Adviser of the Year individual finalists. Read more >
2016 Small Team Finalists
A small team is a practice with 10 people or less (including advisers and support staff). Click through for the 2016 Retirement Plan Adviser of the Year small team finalists. Read more >
2016 Large Team Finalists
A large team is a practice with between 11 and 25 people (including advisers and support staff). Here are the 2016 Retirement Plan Adviser of the Year large team finalists. Read more >
2016 Mega Team Finalists
A mega team has more than 25 people (including advisers and support staff). Follow the link for the 2016 Retirement Plan Adviser of the Year mega team finalists. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Congressional Democrats Continue Push on Butch Lewis Act

The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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

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