Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 28th, 2017
Counting Down to PANC 2017
The PLANADVISER National Conference kicks off in two weeks! If you haven’t registered, what are you waiting for? This year’s event is attracting the nation’s best and brightest retirement plan advisers and includes a great mix of speakers and topics to help you succeed. Featured speakers include leaders from EBRI, DCIIA and SPARK; economist Dr. David Kelly of JP Morgan Asset Management; Robert L. Reynolds of Putnam Investments and Great-West Financial; and Edmund F. Murphy III of Empower Retirement—and that’s just on Monday! In addition to our deep industry focus, we’ve upped the fun factor as well. Join us to hear keynotes from Joe Montana and Mark Halperin, play in a golf tournament on Sunday, take part in the second annual 5k Fun Run for all attendees on Tuesday morning and wind down your trip with a sunrise yoga session pre-conference Wednesday morning. Follow the link to see the full agenda and register today. Read more >
DC Plan Sponsors Value Traditional Tax Incentives
“The tax rules have always been designed to tie the interests of the employer and the employee together,” one former EBSA official says. “So if you mess up the tax treatment and remove the incentive to offer a plan, small businesses aren’t going to go through the trouble, risk and expense of offering one at all.” Read more >
DC Plan Fees Remain Flat in NEPC Report
The median recordkeeper, trust and custody fee per participant is $59. Read more >
MOST READ ARTICLES
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from VOYA
Plan Cost & Missing Participants: An interview with Charlie Nelson of Voya Financial, Part Three
Click here for video Read more >
Investment Products and Service Launches
PMC Providing Long/Short Equity Strategies; Vanguard Establishes Total Corporate Bond ETF; and Swell Investing Launches Impact IRA. Read more >
Retirement Industry People Moves
Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive. Read more >

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

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

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