Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 7th, 2018
ERISA Vista: Rollover Policies Under the Fiduciary Rule
The IRS and DOL have stated that they will not pursue claims against fiduciaries who are working “diligently and in good faith” to comply with the rule; respected ERISA attorneys Fred Reish and Joan Neri, of Drinker Biddle and Reath, explain the temporary non-enforcement policy, and what plan advisers can do to protect themselves from unwitting violations. . Read more >
As Participant Sentiments Improve, Sponsor Decumulation Concerns Increase
Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the data shows increased confidence among plan participants, while sponsors have emerging decumulation concerns. Read more >
HSA Limit for Family Coverage Reduced
In Internal Revenue Bulletin 2018-10, the Internal Revenue Service describes changes to the limit on health savings accounts as prescribed by the Tax Cuts and Jobs Act of 2017.  For an individual with self-only coverage, nothing has changed since the IRS announced limits in 2017. Read more >
PBGC Proposes Certain Amendments to Rules for Terminated DB Plans
The amendments to regulations on guaranteed benefits and asset allocation would incorporate statutory changes to the rules for participants with certain ownership interests in a plan sponsor. Read more >
The New Vesting Schedule Debate
Why Are Financial Services Firms Looking to Wealth Management Leaders?
The Future of Work in the Investment Industry
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
Sponsored message from OppenheimerFunds
Discipline and Consistency: The Case for Staying Investing for the Long Term
Click to watch. Read more >
Transamerica and Businessolver Link Health and Wealth Recordkeeping
Businessolver President and CEO Jon Shanahan says a new joint solution being rolled out with Transamerica better acknowledges the “intrinsic relationship between wealth and health” by delivering a “one wallet” approach.  Read more >
Advisor Group Launches Retirement Plan Central Platform With Envestnet
The new comprehensive practice management platform for 401(k) advisers is powered by Envestnet Retirement Solutions’ Practice Advantage solution. Read more >
Market Mirror
Tuesday, the Dow increased 9.36 points (0.04%) to 24,884.12, the NASDAQ gained 41.30 points (0.56%) to finish at 7,372.01, and the S&P 500 was up 7.18 points (0.26%) at 2,728.12. The Russell 2000 closed 16.16 points (1.04%) higher at 1,562.20, and the Wilshire 5000 climbed 100.92 points (0.36%) to 28,284.61. The price of the 10-year Treasury note was up 1/32, decreasing its yield to 2.880%. The price of the 30-year Treasury bond increased 4/32, bringing its yield down to 3.149%.
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