Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 3rd, 2017
DOL Requesting Public Comment About Fiduciary Rule
The request for information asks whether the BICE and PTEs should be delayed further and whether new streamlined exemption could be probable given innovations in the industry since the fiduciary rule was proposed. Read more >
Washington Focused on Health Care and Retirement
Some members of leadership in Congress have pledged to leave retirement plans alone, one speaker noted, but it remains to be seen how that will actually play out. Read more >
More Employers Make Roth 401(k) Matching Contributions
Among employers offering Roth 401(k) savings programs, 40% now offer matching contributions. Read more >
A Deeper Look into the Long-Horizon of DB Plans
A study by Willis Towers Watson argues that long-term horizon investing can generate as much as a 1.5% premium per year. Read more >
MOST READ ARTICLES
1
Half of Households Likely to Face a Retirement Shortfall
2
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
3
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
4
Average Age Americans Plan to Retire Is 62
5
High-Net-Worth Individuals Would Like to Use RMDs to Offset Taxes
Retirement Industry People Moves
Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more. Read more >
Student Loans Stump Boomers
Thirteen percent of pre-retirees are paying back such loans Read more >

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

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

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