Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
March 29th, 2017
Republicans in Congress Eye Retirement Account Tax Reforms
One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a number of provisions—good and bad—that alter the retirement system.” Read more >
Oral Arguments Presented to Supreme Court About Church Plan Cases
Tess Gee, member in the ERISA & Employee Benefits Litigation practice at Miller & Chevalier, says the stakes are high for all sides, including the government. Read more >
IRS Seeks Input About Minimum Present Value Requirements Event
Interested parties can email the IRS by 5 p.m. ET on April 17, 2017, with any suggestions for its presentation Read more >
2017 Awards for Excellence Dinner
PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, held this Thursday, March 30. At the dinner we will reveal winners of the Retirement Plan Adviser of the Year and Plan Sponsor of the Year awards—and we will recognize those who have earned other designations, such as the Top 100 Retirement Plan Advisers and the Adviser Choice Awards. More information is available here; we hope you will be joining us! Read more >
SECURE Act Ensnared in Senate After Flying Through House
Newly Allowed 401(k)s Will Need Advisers
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
Retirement Industry People Moves
Sponsored message from ASAE
A Retirement Plan Created for Organizations Like Yours
Created by association professionals for association professionals. The ASAE Retirement Trust makes it easier than ever for organizations to deliver a high quality retirement benefit that can help attract and retain top talent. Read more >
Providers Offering More Health Plan Metrics to Plan Sponsors
Leading homepages now provide more diverse selections of additional plan data, which are often part of new plan health tools that offer intuitive summaries of overall plan health, Corporate Insight found. Read more >
Americans Without Advisers Are Far Less Prepared for Retirement
Most Americans have never hired a financial planner and most say they don’t have enough money or assets to warrant working with one.   Read more >
Solution Aims to Help Retirement Plan Participants Consider Health Savings
The Empower-Optum tool will provide access to investment advice and retirement planning resources that bring together an individual’s health and retirement portfolio. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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