Week ending August 26th, 2016

NOTE FROM THE EDITOR

Happy Friday, readers! Being a defined contribution retirement plan industry specialist, you’re probably already aware that we just passed the 10-year anniversary of the signing of the Pension Protection Act. Known as the PPA, few pieces of legislation adopted since the initial passage of the Employee Retirement Income Security Act some four decades ago have had as big an impact on our industry and daily work. Collected below is some of our special coverage marking the anniversary of the PPA and exploring the ongoing impacts of the landmark retirement law.

Editor's choice

10 Years Out from PPA, Advisers More Pivotal Than Ever

Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation of the Pension Protection Act. Read more >

Retirement Security 10 Years After the PPA

While industry practitioners often have deeply held convictions about how to improve the U.S. retirement system, there are already many things plan advisers can do under current legislation and regulations to improve retirement security of American workers. Read more >

QDIA Trends Still Taking Shape 10 Years After PPA

Alongside the use of automatic enrollment, the biggest development in QDIAs in the past 10 years has been the replacement of stable value or money market funds as the default with TDFs. Read more >

DB Pension Funding Still a Battleground Post-PPA

Starting with the Pension Protection Act, the U.S. Congress has tweaked and amended pension funding rules a handful of times in rennet years, but has it work? Read more >

PPA Reduced Lawsuits Against Cash Balance Plans

Nearly as soon as cash balance plans were developed, participants began suing them, with the majority of the cases based on age discrimination. Read more >

MOST POPULAR STORIES

Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients

Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.

Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals

Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.

Once They Catch On, PEPs Could Grow Exponentially

The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.

Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

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