Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 4th, 2017
Still a Chance for Tax Changes to Retirement Plans
There is still a real chance of disruptive proposals from the Trump administration and for discussions in Congress about moving to all after-tax contributions to retirement accounts to come to fruition. Read more >
Thinking Efficiently About Small and Micro Plans
Ask several advisers what the definition of a small retirement plan is and you will get different answers, but everyone agrees that efficiency is crucial when serving this marketplace.  Read more >
Experts Foresee Lower Returns Across Asset Classes
They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession. Read more >
FINRA and SEC Announce Compliance Forum for B/Ds
Registration is open for the program, which is designed to provide an “open forum for regulators and industry professionals, including compliance, audit, and other senior personnel of broker/dealer firms and branch offices, to discuss current compliance practices and promote an effective compliance structure for the protection of investors.” Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Once They Catch On, PEPs Could Grow Exponentially
Many Near-Retirees Don't Understand Social Security Benefits
Americans Focusing on Improving Finances with Tax Refunds
The majority of Americans plan to put their tax refund toward necessary expenses, such as student loans and credit card payments, according to a study from Edward Jones. Read more >
FSR Submits Recommendations to Modernize Financial Regulations
The FSR suggests the Trump administration should support policies that will promote retirement savings and enable financial services providers to better meet the long-term needs of Americans in their retirement years. Read more >
401(k)s Critical for Millennials
Eighty percent of Millennials said they would prefer to work for a company with a 401(k) plan, according to a survey by Fisher Investments 401(k) Solutions. However, 80% of this group failed Fisher’s “401(k) IQ in the Workplace” quiz, indicating they are in need of education about retirement planning. Read more >
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