Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 2nd, 2016
Terminating Plans Must Be Mindful of Emerging Regulations
IRS published a short, informal document explaining how its annual Cumulative List should be applied in the case of a terminating retirement plan. Read more >
IRS Clarification Eases Missing Participant Form 5500 Concerns
As long as plan sponsors make (and document) a reasonable effort to locate missing participants and benefices, they can leave alone Lines 4I of the Schedule H and I of the Form 5500 and 10f of the Form 5500-SF.   Read more >
The New and Improved Target-Date Fund
All new products go through a time of development and improvement—consider the evolution of computers and cell phones. The same is true with target-date funds. Read more >
Nearly All Sponsors Would Recommend Their Adviser to Another Employer
Sponsors are so satisfied with their retirement plan advisers that 88% would recommend them to another employer, Massachusetts Mutual Life Insurance Co. found in a survey of 565 employers. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Excessive Fee Suit Filed Against Multiemployer Plan
3
Spouses Play Increasingly Influential Role Alongside Advisers
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
Retirement Industry People Moves
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Alger: Conversations With Tomorrow
The Future of Technology: Smarter Tech, Smarter People, Smarter Planet Read more >
Only Two-Thirds of Private-Sector Workers Have Access to Retirement Plan
The participation rate for employer-sponsored retirement benefits, which include defined benefit and defined contribution plans, was 54% for civilian workers, 49% for private-industry workers and 81% for state and local government workers, according to data from the Bureau of Labor Statistics. Read more >
DCIO Survey Highlights Dominance of Mutual Funds
The largest DCIO manager in the survey is BlackRock, with $630.2 billion in assets; second is TIAA Global Asset Management – Nuveen, with $451.0 billion; and Capital Group/American Funds, with $274.3 billion, is third. Read more >
The Plan Design Spectrum
Why does a client’s retirement plan look the way it does? What role have you played in its design? For many advisers, the answer comes down to how progressive or conservative the client’s company and investment committee are. Read more >

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

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

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