Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 15th, 2016
The Catch 22 of Aging, Savings and Investing Knowledge
Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients. Read more >
Browse the 2016 PLANADVISER DCIO Survey Data
DCIO managers continue to provide a wide variety of services to advisers who guide plan investment­ committees in selecting investment options—including the default investment for automatically enrolled participants—for their DC plan menus. Read more >
Mutual Fund Fees for 401(k) Investors Continue to Decline
At year-end 2015, 89% of mutual fund assets in 401(k) plans were held in institutional and retail no-load share classes, while the remaining assets were held in load share classes, predominantly in share classes that do not charge retirement plan participants a front-end load. Read more >
DB Determination Letters Must Include Risk Transfer Info
The IRS has said applicants requesting determination letters for their defined benefit plans should identify whether the plan has lump-sum risk transfer language in either the cover letter to their application or an attachment. Read more >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Significant Retirement Bill Moves Forward in Senate
IRS Webcast Will Explore Determination Letter Program Changes
The upcoming webcast will detail major changes to the IRS determination letter and remedial plan amendment programs being implemented January 1. Read more >
Advisers and Client Confidence
The 26th annual Retirement Confidence Survey from the Employee Benefit Research Institute, the longest-running survey of its kind, finds the percentages of workers who are somewhat confident increased and workers who are not at all confident decreased. Read more >
Commission Makes Recommendations to Improve Retirement Security
Among the recommendations is to establish a nationwide minimum-coverage standard to pre-empt the patchwork of state-by-state regulation that is already developing. Read more >
Jefferson National Partners with Cetera on Investing Solution
Jefferson National Partners is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution. Read more >
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