Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 18th, 2016
Providers Hard at Work Studying Final Fiduciary Rule
Introducing the rule earlier this month, Labor Secretary Thomas Perez stressed to reporters that changes made to the proposed version of the regulations will make the final fiduciary standard broader and stronger, “but absolutely workable.” Read more >
New Bill Takes PBGC Premiums 'Off-Budget'
Retirement plan industry watchers will know increasing PBGC premiums have been a major concern for DB plan sponsors in recent years. Now, several lawmakers from both major political parties say a new bill “ensures that Congress is raising premiums only if and when it is appropriate.”  Read more >
New Holiday Honors Financial Advisers
John Hancock Retirement Plan Services has created a national day of recognition for financial advisers, celebrated this year on April 18. Read more >
Scouting for New Adviser Recruits
Enrollers can make good advisers, advisers good support staff, and your best source for referrals—what adviser firms look to first when seeking new hires—could be right down the hall.  Read more >
SECURE Act's House Passage Brings Test of Congressional Mediators
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Product Development Moves Beyond the 401(k) Plan
Miscommunication Common When Discussing Inheritance
Three-quarters of wealthy families fail to discuss money and inheritance in ways that avoid misunderstandings and unintended consequences, according to a survey from Merrill Lynch’s Private Banking and Investment Group. Read more >
IRA Platform Launches for Small Businesses
The new EZ IRA retirement savings platform helps companies provide payroll-deduction IRAs to their workers. Read more >
Retirement Industry People Moves
Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more. Read more >
Get to Know the Retirement Plan Advisers of the Year
Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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