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 >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
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 >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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