August 4th, 2017

The Regulatory Agenda for 2017 Remains Packed Beyond the ongoing fiduciary rule RFI process, the DOL also has slated for this month an interim final rule about an amendment to its Abandoned Plan Program. Read more > DC Plans Riding High on the Equity Markets Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market. Read more > Middle-Income Boomers Still Struggling After Financial Crisis Only 37% think they will have a satisfying retirement. Read more > New 401(k) Solution for Small Employers Includes Fiduciary Support DiMeo Schneider & Associates, L.L.C. has rolled out SMART PLAN, for which it will accept fiduciary responsibility as a 3(38) discretionary manager for plans with assets between $10 million and $30 million. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 The Most Common Retirement Plan Testing Mistakes 5 The Pandemic Has Brought Advisers’ Succession Planning to the Fore

Sponsored message from METLIFE Growth of Stable Value From MetLife Click to see video. Read more > Investment Products and Service Launches Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica Debuts Smart Beta ETFs; and more. Read more > Wells Fargo Tool Offers Cross-Industry Plan Benchmarking The motivation for creating the Outcome Optimizer was born out of the understanding that plan sponsors and business owners are competitive by nature and, for the most part, they want to offer top quality benefits that reward hardworking employees. Read more >

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