Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 13th, 2016
Regulators Propose Form 5500 Annual Report Modernization
The IRS, EBSA and the PBGC want to simplify and improve the process of creating and submitting the Form 5500 for employers. Read more >
Employer Matches Still Far From Universal
DC plans in the U.S. show a wide disparity in acceptance of regular employer contributions, depending on their asset size and a variety of other factors, according to the 2015 PLANSPONSOR Defined Contribution Survey. Read more >
Health Care Cost Projections
Costs are expected to increase 6% to 7% a year for retirees, on top of what are already ostensibly massive anticipated expenditures on health care.  Read more >
Relatively Few Americans Enter Retirement Debt-Free
Bankers Life Center for a Secure Retirement took a look at the debt levels and confidence of pre-retirees and retirees, particularly middle-income Boomers, and found that they are in poor shape. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
Sponsored message from ALGER
Alger: Conversations With Tomorrow
The Future of Big Data: Bigger and Smarter. Read more >
Men Feel More Educated About How to Plan for a Secure Retirement
Men also think about retirement more often than women, and talk about it more frequently with work colleagues, a study finds. Read more >
Mix of Pre-Tax and Roth Optimal Retirement Savings Strategy
Contrary to conventional advice, researchers found the largest economic benefits from Roth investments accrue to high-income investors. Read more >
Morningstar Partners with ARA on Fiduciary Standards Program
The partnership is aimed at developing a program that “sets a new standard in fiduciary education and best practices.” Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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