Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 27th, 2017
DOL Fiduciary RFI Process Extends a Decade of Uncertainty
The head of retirement and investment solutions at Pershing discusses the impact that uncertainty around the fiduciary rule is having on firms and clients throughout the DC plan industry. Read more >
DC Plan Sponsors Express Desire to Move to State-Run Plans
According to surveys by LIMRA, 55% of employers surveyed said if a state-run plan were available, they are very or somewhat likely to stop offering their DC plan and have employees enroll in the state plan.  Read more >
PBGC Seeks Adviser and Provider Input on Agenda
Retirement plan industry stakeholders are asked what objectives and projects the pension insurance agency should prioritize in the years ahead. Read more >
Investment Manager Changes on the Horizon
The majority of plan sponsors overseeing the investment menus in their 401(k) plans neither actively engage with nor actively seek information about investment managers on a regular basis; they look to plan advisers and consultants to do that. Read more >
New Comparability Plans Popular Among Small, Professional Companies
A cross-tested, or new comparability, plan is a type of profit-sharing plan that permits the sponsor to divide employees into different groups and project what a current contribution would amount to at retirement age, opening up the possibility of rewarding older employees with higher-dollar contributions. Read more >
SECURE Act Ensnared in Senate After Flying Through House
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Industry Demands Delay of New Jersey Fiduciary Regs, Deference to SEC
Adidas 401(k) Lawsuit Argues Passive Funds Best for Participants
Newly Allowed 401(k)s Will Need Advisers
Sponsored message from Voya
Re-enrollment & Financial Wellness
An interview with Charlie Nelson of Voya Financial. Pt. 1 Read more >
Bank of America Merrill Lynch Finds Participants More Engaged in Plans
Robust plan design, education and the use of digital tools can increase employee engagement with their retirement plans, the firm’s Plan Wellness Scorecard shows. Read more >
Never Being Able to Retire is Americans’ Biggest Financial Fear
That is followed by living paycheck to paycheck and never being able to climb out of debt. Read more >
More Americans Participating in Their Retirement Plan, ICI Says
Nearly two-thirds of those between the ages of 26 and 64 participated in a plan directly or through their spouse. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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