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
Many Retirees Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

Institutional Plans See Strong Q1 2019 Returns

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

RESA, RSSA, SECURE Act and More Pile Up in Congress

Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending bills.

Excessive Fee Suit Filed Against Greystar Management

The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees.

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

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

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