Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 29th, 2016
Clients Have More Time To Enact Tax-Free Rollovers
The Internal Revenue Service introduced a new self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement account. Read more >
Don't Forget About Sweep Programs
A sweep program, fund or similar device is a common means used by retirement plan advisers and their affiliates to hold account assets on a short-term basis pending an investment or other transaction. Read more >
Financial Planning Coalition Stands With DOL in Court Battle
The Financial Planning Coalition filed a “friend of the court” brief supporting the Department of Labor in its ongoing court battles over the new fiduciary rule. Read more >
From the Magazine: Adviser Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.  Read more >
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges
DOL Announces Anticipated ESG Fiduciary Investing Rule
Plaintiffs Claim Deloitte Breached ERISA Prudence Duties
Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns
Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan
Sponsored message from MassMutual
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massmutual@work helps you shape the future by preparing for it.  Our holistic solutions and revolutionary tools help employers and employees unlock the power of all their benefits and achieve financial wellness. Read more >
Both Millennials and Boomers Rely on Apps to Manage Retirement
Both Baby Boomers and Millennials rely on digital applications and tools to manage their retirement savings, Willis Towers Watson found in a survey. However, when it comes to managing their personal finances and health, Millennials place a much higher premium than Boomers on technology. Read more >
Edward Jones Maps Out Fiduciary Rule Response
The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product to comply with the new fiduciary rule for ongoing and new relationships. Read more >
Retirement Industry People Moves
John Hancock Retirement Plan Services Hires New Consultant; T. Rowe Hires New Investment Leaders; Strategic Retirement Adds New Adviser; Mercer Hires New Leader to Boston Team; and more. Read more >
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