Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 1st, 2017
OMB Labels Fiduciary Regulations ‘Economically Significant’
The long-running fight over the fiduciary rule took another (symbolic) step forward this week—but still there is little clarity as to what may unfold prior to the first deadlines in April. Read more >
Advisers and Sponsors Together Can Boost Hispanic Workers’ Retirement Savings
Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. Read more >
Many Households Have Poor Perception of Retirement Preparedness
Nineteen percent of households who are at risk for being financially unprepared in retirement feel they are not at risk, while 24% of households who are not at risk, feel they are at risk, according to research from the Center for Retirement Research at Boston College. Read more >
Millennials Fret Their Student Debt Load
More than half of all young workers worry about repaying their student debt “either all the time or often,” according to a new survey by American Student Assistance. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Americans in Agreement on Efforts to Improve Retirement Security
An overwhelming majority of Americans (85%) say leaders in Washington do not understand how hard it is to prepare for retirement, a survey finds. Read more >
Institute Educates Plan Advisers About Litigation and Governance
MainStay’s Retirement Institute provides resources for advisers to use as they help their plan sponsor clients and prospects navigate the governance landscape. Read more >

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

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

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