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 >
MOST POPULAR STORIES
Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.

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

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

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