Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 29th, 2016
IRS Kit Explains Corrections for Missed Plan Restatements
If plan sponsors do not sign a restated defined contribution plan document as required on or before the April 30, 2016, deadline, the retirement plan may no longer be entitled to tax-favored treatment. Read more >
Most Americans Think Financial Products Are Free
And of those who think they pay for these products, many have no idea how much. Read more >
Recently Hired 401(k) Plan Participants Likely Choose TDFs
Interest in target-date and other types of balanced funds remained strong through 2014, with younger plan participants more likely to hold target-date funds than older participants, according to a new joint study released by EBRI and the ICI.  Read more >
The Appeal of CITs
Transparency, lower fees and customization are spurring growth of collective investment trusts in the retirement plan space. Read more >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
Inertia Remains a Plan Sponsor Problem, Too
Open MEPs Could Create Many Opportunities for Advisers
AARP Launches Social Security Resource Center
Retirees’ First Priority? Basic Living Expenses
The largest source of retirees’ income remains Social Security, cited by nearly nine in 10 retirees, followed by personal savings and investments, pension plans and 401(k)s. Read more >
Jobs, Finances Causing Stress for Workers
Twenty percent of 600 workers surveyed say they feel extremely stressed in daily life, and they point to their jobs and financial situation as the root causes. Read more >
Latest Investment Product and Service Launches
Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform. Read more >
Westminster Consulting Debuts New Website
In addition to providing information about the firm, the site serves as a portal for clients. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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