Week ending June 17th, 2016

NOTE FROM THE EDITOR

Happy Friday, readers! The PLANADVISER and PLANSPONSOR editorial teams want to share our sincere appreciation with all those who attended this week’s 2016 PLANSPONSOR National Conference, held for the first time in Washington, D.C. The attendees all deserve recognition for their tremendous engagement with our panelists and esteemed experts, turning this year’s conference into one of the most interactive and informative yet. Below you’ll find our initial conference coverage, with much more to come.

Editor's choice

PSNC 2016: DOL and IRS Audits

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire? Read more >

PSNC 2016: The 30,000-Foot View

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term. Read more >

PSNC 2016: CEO Roundtable

Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock. The panelists all have decades of experience in the industry, but all three agreed that right now is among the most exciting and fast-moving times they have seen for the DC world. Read more >

PSNC 2016: Fiduciary Rule Fundamentals

The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare? Read more >

PSNC 2016: Washington Insights

Litigation is the main concern for DC plan sponsors right now, given the ever-increasing number of ERISA challenges. Read more >

MOST POPULAR STORIES

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.

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.

The Pandemic Has Brought Advisers’ Succession Planning to the Fore

At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business

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