Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 25th, 2016
Fiduciaries of Small 401(k) Targeted in Excessive Fee Suit
Think only mega-sized retirement plans are being targeted in ERISA suits? Think again. A new lawsuit argues that a $9 million dollar plan also has the duty to negotiate for substantially lower fees than an individual would pay. Read more >
More Guidance Needed to Help Participants Use QLACs
The American Benefits Council and seven other industry groups or providers have written a letter to the IRS to recommend several items for inclusion in the 2016-2017 Priority Guidance Plan relating to qualifying longevity annuity contracts. Read more >
Participants Appear Overly Optimistic About Potential Returns
While investment managers are increasingly reserved in their predictions about near- and mid-term economic growth, retirement plan participants are still banking out outsized returns.   Read more >
Few States Meet Income Replacement Benchmark
Just three states can boast a median retirement income figure above 70% of the median working wage in the state, a new Bankrate.com study shows. Read more >
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
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Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
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Education on Lifetime Income Needed in Not-for-Profit Sector
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Congressional Democrats Continue Push on Butch Lewis Act
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Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from Voya Retirement
Talking with Charlie Nelson of Voya Retirement
Allison Cooke-Mintzer, Editor-in-Chief of PLANADVISER, talks with Voya Retirement CEO Charlie Nelson about his first year on the job at Voya. Read more >
Retirement Savings Bump After Children Leave Is Minimal
One would think that when children leave the home, parents would put much more into saving for retirement, but a study has found this is not the case. Read more >
From the Magazine: Scouting for Recruits
One industry executive tells PLANADVISER he has a particular sweet spot in mind when hiring new advisers: good skills plus a minimum of three to five years working directly with qualified retirement plans. “At this point they know the basics well, but we usually don’t have to ‘untrain’ them out of any bad habits.”  Read more >
Longevity, Health Care, Debt Decreasing Retirement Confidence
Simply put, Americans are not proactively addressing the financial implications of living longer. Only a fraction say they have increased their savings, while more than four in 10 report having taken no steps at all. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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