PLANADVISER Weekend Newsdash
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
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

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

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

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