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 > MOST READ ARTICLES

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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