PLANADVISER Weekend Newsdash
Week ending June 15th, 2018

Happy Friday, readers! It’s been quite a busy week in Washington for the staff of PLANADVISER and PLANSPONSOR magazines, putting on the 2018 PLANSPONSOR National Conference. As you will read in our preliminary coverage, the conference featured three days of panel discussions and debates guided by leading retirement industry experts—ERISA attorneys, advisers, recordkeepers, investment managers and more. If you missed this year’s conference, we encourage you to consider attending next year, and to check out the upcoming “Best of PLANSPONSOR National Conference” one-day events we will be hosting across the U.S.  

Editor's choice
Reflections on a Dramatic Year for Retirement Plan Regulation
From the unexpected derailment of the DOL fiduciary rule to the expanding debate about so-called ‘open MEPs,’ your plan sponsor clients face a tremendous amount of uncertainty in 2018. Read more >
Wells Fargo’s Joe Ready Surveys Shifting Retirement Landscape
There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program, but also a through-retirement program. Read more >
More Sponsors Search Out Fiduciary Services and Support
When thinking about fiduciary support services and outsourcing, really the important considerations should be about process and time management, more than fiduciary risk transfer. Read more >
DC Plan Loans Require Diligent Management
According to a recent article in the Tax Management Compensation Planning Journal, in any given year, 20% of plan participants have an outstanding loan from their 401(k) plan, and over a five-year period, that rises to 40%. Additionally, 10% of loans default each year, with the majority of those defaults due to job separation. Read more >
2018 PLANADVISER National Conference
With the 2018 PLANSPONSOR National Conference in the rear-view mirror, we are already hard at work planning our next big event. New at this year’s PLANADVISER National Conference will be the opportunity for advisers to earn their “PLANSPONSOR Retirement Professional” designation while at the conference.  Read more >
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Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

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