Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 12th, 2016
Millennial Women’s 401(k) Balances Are Half of Men’s
There is increasingly clear evidence that Millennial women are falling behind men when it comes to retirement saving, T. Rowe Price found in a survey. Read more >
Make Sure 403(b) Clients Do Not Lose Tax-Exempt Status
The Internal Revenue Service is reminding tax-exempt organizations that many have an important filing deadline for Form 990-series information returns in mid-May. Read more >
Boomers Have Saved 2.5 Trillion Hours of Leisure Time
Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement. Read more >
Fees and Retirement Plan Participant Outcomes
Retirement plan sponsors and advisers try to teach employees to save in retirement plans early because of the effect of compound interest on savings, but there is also a compounding effect from fees. Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Education on Lifetime Income Needed in Not-for-Profit Sector
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Congressional Democrats Continue Push on Butch Lewis Act
Sponsored message from T. ROWE PRICE
Time to take action: find a financial wellness provider
Help plan sponsors assess and select a financial wellness program that works for them. Read more >
Volatility Can Strengthen the Advisory Relationship
Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall. Read more >
Employers Looking for Help on Voluntary Benefits
Nearly four out of 10 employers who are currently not working with an adviser say they would like help administering such voluntary benefits as retirement plans, life and disability insurance, and other wealth protection benefits for employees. Read more >
Basic Training
While there is nothing in ERISA that specifically requires fiduciary committee training, such training has come up in 401(k) lawsuits lately. In those cases, the fact that a committee has received fiduciary training has been viewed as favorable. Read more >
Plan Participants Need Understanding of Roth Accounts
A Willis Towers Watson survey found less than 10% of plan participants that have the option currently make Roth 401(k) contributions. Read more >
2016 PLANADVISER Top 100 Retirement Plan Advisers Featured Profile
LeafHouse Financial Advisors, recognized in the small team category, describes itself as “a technology firm run by financial geeks; not a financial firm run by technology geeks.” A big portion of the firm’s time and energy go towards technology development and leveraging participant data. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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