Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 29th, 2015
SEC Faces Its Own Debate on Fiduciary Advice Standards
Transcripts from a tough Securities and Exchange Committee hearing called this month show it’s not just the Department of Labor considering changes to the fiduciary standard. The SEC is also hard at work developing a uniform fiduciary advice standard to be applied widely across advisory and broker/dealer channels. Read more >
How to Use the IRS Compliance Resolution System
Marcia Wagner, an ERISA specialist and managing director of the Wagner Law Group, warns that uncorrected errors can jeopardize a retirement plan’s tax-qualified status, leading to costly tax consequences. Read more >
Employees Rely on Benefits for Financial Preparedness
Guardian’s Benefits Value Index, which measures employees’ perceived value of their workplace benefits on a scale of one to 10, rose to 7.1, on par with 2013 and up from 6.8 in 2012. Read more >
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs. Read more >
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
A New World and New Opportunities for Alpha
2020 PLANADVISER National Conference
$10M NRECA Settlement Agreement Includes Administrative Changes
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
Social Media Support from Fidelity Clearing and Custody
Two services launched by Fidelity Clearing and Custody provide retirement specialist advisers with “effective social media strategies and compelling videos” to drive online marketing and relationship management. Read more >
LPL Program Can Cut Vendor Costs
LPL Financial LLC has unveiled a Vendor Affinity Program that helps LPL advisers reduce the complexity and costs of running their businesses via a centralized repository of vendors that have agreed to provide products and services at discounted prices. Read more >
App Compares Retirement Health Care Costs
How much do Medicare Parts B and D, and supplemental insurance premiums cost in Montana? New York? Is Hawaii more expensive than Michigan? Advisers can use the HealthView Explorer app—which reveals significant differences in retirement health care costs by state—to spark conversations about health care costs in retirement. Read more >
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