Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 10th, 2017
State-Run Plan Momentum Likely to Continue
One retirement industry CEO argues the recent effort by Congress to remove the ERISA safe harbor protections for state- and city-run retirement plans offered to private-sector workers won’t have much of an effect. Read more >
Global Retiree Boom Shapes Efficient Investment Frontier
As the supply of savings rises relative to demand, the “market-clearing return” on savings declines. Read more >
Remind 403(b) Plan Sponsor Clients to File Form 990
By law, organizations that fail to file annual reports for three consecutive years will see their federal tax exemptions automatically revoked as of the due date of the third year they are required to file. The Pension Protection Act of 2006 mandates that most tax-exempt organizations file annual Form 990-series information returns or notices with the IRS. Read more >
IRS Announces HSA Limits for 2018
For calendar year 2018, the annual limitation on deductions for an individual with self-only coverage under a high-deductible health plan is $3,450. For calendar year 2018, the annual limitation on deductions for an individual with family coverage under a high deductible health plan is unchanged at $6,900. Read more >
Is the Traditional Fiduciary Insurance Model at Risk?
'Massive' Fraud Charges Trigger Allianz Global Investors U.S. Sale to Voya
Why Small Business Owners Often Resist 401(k)s
Retirement Industry People Moves
SEC Votes to Propose Updated Fund Name Rules, ESG Disclosures for RIAs
3M Announces DOL Investigation
In an SEC filing, 3M said it was notified by the DOL in April 2015 that the agency was investigating its pension plan for violations of ERISA. Read more >
Efficiency In The Micro Market
Once a plan exceeds 100 participants, a financial audit must be filed along with a Form 5500. Here, advisers can help retirement plans find a qualified auditor and guide them along the audit process. Read more >
Prudential Retirement Names New CEO
Phil Waldeck will serve as the president and chief executive officer of Prudential Retirement, a division of Prudential Financial, effective June 5. He succeeds Christine Marcks, who recently announced her decision to retire following more than 13 years of service, a decade of which was spent as president and CEO. Read more >
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