Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 24th, 2016
From the Magazine: Advisers in Training
For top-achieving adviser firms, effectively training new staff is critical to ensuring the practice’s success—but it goes beyond just teaching them the basic factual information tied to retirement plans.  Read more >
Employers Recognize the Value of Student Loan Repayment Assistance
Employers recognize the need for student loan repayment assistance as part of their employee benefits package, a survey of 400 managers by IonTuition found. Read more >
Application of 409A to NQDC Plans: Proposed Rules
The proposed regulations include a withdrawal of a specific provision of the notice of proposed rulemaking published in December 2008 regarding the calculation of amounts includible in income under Section 409A(a)(1) and replaces that provision with revised proposed regulations. Read more >
Webcast to Discuss Nondiscrimination Rules for Closed DBs
Proposed rules in January provided nondiscrimination testing relief. Read more >
Investment Product and Service Launches
American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Mercer Launches Financial Wellness Program
The solution integrates offerings from five independent financial wellness providers. Read more >
BlackRock Offers Retirement Income Planning Solution to LPL
The tool shows investors how much annual retirement income their portfolio will produce. Read more >
2016 PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER DCIO Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion on an asset base of $3.1 trillion in assets. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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