Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 5th, 2015
Participants Need Skilled Support on Decumulation
Suggestions for the best way to draw down a 401(k) account are kind of like suggestions about where to find the best slice of pizza. It’s an area where personal tastes and objectives matter significantly, where a one-size fits all approach doesn’t make much sense. Read more >
Addressing Liability and Growth Through Alternatives
Although they provide strong long-term return potential, equities are susceptible to significant drawdown risk that may have a negative impact on a DB plan’s funded status. Against this backdrop, a recent industry white paper suggests alternative investments have an important role to play in liability-driven investing for pension plans.   Read more >
IRS Employee Plans Unit to Cease Email Responses
It’s about to get a little more difficult to communicate with the Internal Revenue Service. The IRS announced its employee plans staffers will “no longer answer technical questions by email, including questions forwarded from Customer Account Services,” effective October 1. Read more >
Interest Rates are Top of Mind for Advisers
Many advisers are trying to address client concerns about when rates will rise. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
A 60/40 Approach to Decumulation
Experts suggest a “portfolio” approach can be an adaptable and effective means of controlling retirement spending. Read more >
Supporting Family Remains a Retirement Challenge
One in five Americans supports an aging parent and/or an adult child, with these “financial supporters” spending an average of $12,000 a year to help their family, TD Ameritrade found in its 2015 Financial Support survey. Read more >
College Costs Rival Retirement as Savings Goal
As one-third of parents are still shouldering student debt, they are highly motivated to help their children pay for school without relying on loans. In many cases, this may mean shortchanging or even suspending retirement savings. Read more >
Guardian Enhances 401(k) Website for Small DC Plans
The Guardian Insurance & Annuity Company Inc. has enhanced its website to improve the administration, management and utilization of defined contribution plans for small businesses. Read more >

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

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

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