PLANSPONSOR Weekend Newsdash
Week ending March 31st, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! Last night in New York we celebrated the 2017 PLANSPONSOR and PLANADVISER Awards for Excellence Dinner. A big Thank You once again to all of the sponsors and attendees. We hope you all enjoyed the event as much as we did. Included below are links and landing pages for all of our various awards programs, including the newly announced 2017 Plan Advisers and Plan Sponsors of the Year. Stay tuned to and the PLANADVISERdash for the latest information about all our upcoming events and award program deadlines.
Editor's choice
PLANSPONSOR Retirement Plan Advisers of the Year
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >
Adviser Choice Awards
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers. Read more >
Meet the 2017 PLANADVISER Top 100
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. As we did last year, instead of having advisers select a category in which to compete—with the potential for gaming the system—we defined categories by the number of advisers and number of total employees, including support staff, in one’s practice. Read more >
Service Star Individual and Team Winners
In 2015, PLANSPONSOR introduced a new awards program: the PLANSPONSOR Service Stars. The awards recognize retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated truly exemplary service over the past year. Read more >
Best in Class 401(k) Plans
Best in Class plans were identified by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes. Read more >
PLANSPONSOR Plan Sponsor of the Year Winners
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.
Congressional Democrats Continue Push on Butch Lewis Act

The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

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

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

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