Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
February 29th, 2016
EBSA Wants Feedback on Upcoming Research Effort
The Employee Benefits Security Administration is giving employers and service providers an opportunity to comment on how it collects and processes information, especially as it pertains to a new long-term research project being kicked off this year. Read more >
Liability-Driven Decisions
There is no doubt that litigators have been busy, both last year and in the early days of 2016. We are seeing new approaches to court cases, as well—on revenue sharing, company stock, stable value, fee structures and custom TDFs—and these don’t show signs of letting up. Read more >
CalPERS Weighs Role of Settlement Dollars in Pension Calculations
The California Public Employees’ Retirement System was asked by two retired police officers to include hiring discrimination settlement dollars in defined benefit pension calculations. Read more >
Is Retirement Saving Really Crowded Out by Other Priorities?
LIMRA Secure Retirement Institute found consumers who save for retirement are actually more likely to save for other goals, challenging the notion that retirement can crowd out other savings goals. Read more >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
How Rising Interest Rates Affect Stable Value Funds
Inertia Remains a Plan Sponsor Problem, Too
Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit
No Need to Answer New Form 5500 Compliance Questions
Instructions from the IRS now tell plan sponsors to skip them. Read more >
CIT Use by Retirement Plans Is Growing
Wells Fargo announced it has experienced a 37% increase in the number of collective investment trusts (CITs) being offered in retirement plans it recordkeeps, and a 57% increase in CIT assets, from the end of 2012 to the end of 2015. Read more >
Retirement Industry People Moves
New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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