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

Sponsored message from ALGER 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 >

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