Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 22nd, 2017
IRA-to-IRA Transfers
Does the DOL fiduciary rule apply when I recommend that an IRA owner transfer his IRA account to one that I will advise?  Read more >
Majority of Multiemployer Pension Plans in Green Zone
“The headlines that focus on financially troubled multiemployer pension plans miss the point that the majority are healthy,” says Diane Gleave, senior vice president and an actuary with Segal. Read more >
Manager Changes and the Investment Policy Statement
The rigors of the fiduciary duty can lead plan sponsors to overreact to fund manager changes in the interest of maintaining an atmosphere of proactivity with respect to the investment policy statement. Read more >
Non-Profit Plan Sponsor Clients Can Apply for IRS Committee
Members of the “ACT” committee are in a unique position to provide observations about current or proposed IRS policies, programs and procedures, and suggest improvements through a yearly final report. 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
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MetLife
Stable Value Performs as Designed From MetLife
Click to see Video. Read more >
Women Spending Fewer Years Married, Shifting Retirement Outlook
This means their financial health should be studied separately from men. Read more >
Benefits Programs Integrating Health and Financial Wellness
For those employees entering the workforce who have accumulated student debt, it’s often the most challenging financial aspect of their life. To address their needs, Fidelity suggests incorporating a student-loan management program into a total financial plan that takes into account savings and budgeting.  Read more >
Focus on Financial Wellness Aids With Retention
Most financial executives believe that employee benefits packages stressing financial wellness are key drivers of success for their companies. Read more >

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

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

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