Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 26th, 2016
DOL Makes Final Rule on State-Run IRAs
In addition, the DOL also released a proposed rule that would help a limited number of cities and other local governments to enact similar measures. Read more >
Referrals Under the Final Fiduciary Rule
Is the recommendation of an investment adviser to an individual retirement account owner a fiduciary act under the Department of Labor’s final fiduciary rule? Read more >
House Republicans Propose Tax and Retirement Policy Changes
A Neuberger Berman analysis shows that House Republicans’ tax and retirement policy proposals may suggest a push toward a universal savings account and a consolidation of current tax code retirement savings provisions. Read more >
2016 PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Once They Catch On, PEPs Could Grow Exponentially
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Many Near-Retirees Don't Understand Social Security Benefits
IRS Announces 2017 Limits on HSA Contributions
Individuals will be able to contribute $3,400 to their HSA in 2017, a $50 increase, while families’ contributions will remain the same as in 2016: $6,750. Read more >
Study Finds Small Business 401(k) Fees Average 2.22%
By comparison, ICI data shows that plans of all sizes pay an average of 1.29% in fees. Read more >
New Program Integrates 401(k) and HSA Deferrals
Perspective Partners has launched a program designed to help employees take advantage of 401(k) retirement accounts and health savings accounts. Read more >
MassMutual Launches Customer Feedback Platform
The mutual life insurance company’s new customer-experience management software will allow it to gather customer feedback and act on it in real time, MassMutual says. Read more >
Outliving Savings is Workers’ Biggest Fear
That is followed by Social Security being reduced or ceasing to exist. Read more >
Investment Products and Service Launches
Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange. Read more >
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