Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 20th, 2017
Cash Balance Plan Benefit Formulas To Be Examined
Generally, an IRS memo says, if the terms of the plan specifically allow the employer to vary the employee’s compensation used in the benefit formula, the plan would violate the definitely determinable rule. Read more >
Turning Virtual Contacts Into Real Clients
If a recent Putnam Investments study is truly representative, 85% of plan advisers use social media to develop new business—in fact, 35% who manage $100 million-plus say it “plays a very significant role in their marketing efforts.” Read more >
Few See Income Drop After Claiming Social Security
Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth runs out. Read more >
Little Pushes Can Drive Big Plan Improvements
New research from Morningstar argues retirement plan advisers and their sponsor clients can benefit from “nudging” employees toward better behaviors. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Non-Profit Market Sponsors Prize Offering Advice Access
TIAA finds one-on-one education and advice sessions with non-profit employees can have dramatic impacts on participation, contributions, investment allocation, and confidence. Read more >
BMO Updates ‘Better Outcomes’ Podcast Series
The newly expanded series provides actionable ideas to expand financial advisers’ businesses. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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