Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 25th, 2019

Unrelated Taxable Income and Pensions

Plan fiduciaries, plan advisers and investment fund managers may not be aware that the Tax Cuts and Jobs Act of 2017 made major changes to the Internal Revenue Code provisions affecting unrelated business taxable income (UBTI). The IRS has since issued Notice 2018-67 to provide some guidance on how to interpret these changes until the Treasury Department issues proposed regulations. Read more >
There’s an Untapped Market for ESG Investing
More investors than research has shown are interested in environmental, social and governance investing, but most don’t speak out, and many need education to help them invest in what matters to them. Read more >
Avery Dennison Transferring $750M in Pension Obligations to AIG
Avery Dennison Corporation has signed an agreement to transfer $750 million in pension obligations to American General Life Insurance Company, part of AIG’s life and retirement business. Read more >
Many Parents Sacrifice Retirement Savings to Fund Adult Children’s Lifestyle
Overall, 50% of parents have cut back on their retirement savings to help their kids out. Read more >
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EPIC Retirement Services Acquired by Hub International
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2019 PLANADVISER National Conference
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SECURE Act Ensnared in Senate After Flying Through House
IRS Expands Opportunities for Retirement Plan Sponsors to Self-Correct
The IRS Self Correction Program has been expanded to include certain plan document failures and certain loan failures and a way to self-correct via plan amendments. Read more >
Coaching the Committee
If your clients’ retirement plan committees fail to get the training they need, the Department of Labor and IRS may take notice. Read more >
Peruse the PLANADVISER Research Archive
Read the latest Micro Plan Survey, or perhaps the Recordkeeper Services Guide. Read more >
IFP Partners with AdvisorEngine and WisdomTree
The relationship will make the AdvisorEngine platform and WisdomTree model portfolios and ETFs available to IFP advisers. Read more >
Market Mirror
Friday, the Dow decreased 59.34 points (0.22%) to 26,597.05, the NASDAQ closed 18.81 points (0.23%) lower at 8,102.02, and the S&P 500 was down 6.43 points (0.22%) at 2,927.25. The Russell 2000 was up 3.04 points (0.19%) at 1,588.13, and the Wilshire 5000 decreased 53.39 points (0.18%) to 30,247.33. The price of the 10-year Treasury note increased 13/32, bringing its yield down to 2.522%. The price of the 30-year Treasury bond climbed 28/32, decreasing its yield to 2.935%.

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

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