Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 7th, 2016
How to Help With Pension Risk Transfer
Pension risk transfers are not limited to plans that have been closed or frozen. An active plan can offer lump sums to terminated vested participants and transfer liabilities for retiree payments. Read more >
The SEC Is Watching
Advisers should not assume that the measures they take to resolve conflicts under the Advisers Act will be effective under ERISA and the IRC. There are substantial differences among the conflict mitigation requirements of those three enactments. Read more >
New York Holding Company Ordered to Restore Pension
Under a newly announced agreement, the Pension Benefit Guaranty Corporation has directed The Renco Group Inc. to restore two pension plans covering 1,350 people who worked at Renco’s former subsidiary, RG Steel LLC, which is liquidating in bankruptcy. Read more >
How Do Your Clients Stack Up?
The 2015 PLANSPONSOR Defined Contribution Survey breaks down approaches to advice taken by plan sponsors up and down market, from micro to mega.  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
Congressional Democrats Continue Push on Butch Lewis Act
5
Education on Lifetime Income Needed in Not-for-Profit Sector
Sponsored message from LPL FINANCIAL
LPL Financial – Kathleen Kelly
Financial advisor Kathleen Kelly’s strong partnership with LPL has helped her grow her practice working to optimize retirement plans for her clients. Click here to learn more. Read more >
Meet the PLANADVISER Top 100 Retirement Plan Advisers
The qualification standards for the PLANADVISER Top 100 Retirement Plan Advisers have risen considerably since the first list, as specialist advisers and consultants have built their practices. Read more >
Retirement Industry People Moves
The week that was brought New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.  Read more >

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

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

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