Here we present end-to-end coverage of the 2017 PLANSPONSOR National Conference, held last week in Washington, D.C. The three-day event featured speakers from the DOL, top ERISA law firms and plan providers, as well as high-performing plan sponsors from across the U.S. Read the highlights below.
Expert speakers at PSNC 2017 freely admitted this is a vexing and even a bit frustrating time from the perspective of trying to get in front of potential major regulatory and legislative change.
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Three long-time ERISA attorneys all agreed that there is just about as much retirement-focused litigation ongoing today as they have ever seen at any point in their careers.
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The concept of re-enrollment should be an exciting one from the perspective of plan sponsors—a strategy that adds another layer of control and sophistication to a defined contribution retirement plan.
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A new case study suggests even advisers with decades of industry experience can attain measurable growth improvements with the short-term addition of training, coaching and peer accountability.
In addition to asking for input on the SECURE Act’s requirements and the current Form 5500, the DOL has published a notice of proposed changes to its implementation of regulations under Title I of ERISA.
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can befall clients; for example, those victimized by a loved one lose nearly three times as much on average to fraud or theft as those victimized by a stranger.
