Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 29th, 2017
Recordkeeper RFP Case Study Suggests New Strategies
J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs. Read more >
Help DB Plan Clients See How Funding Affects Bottom Line
Methods for reducing underfunded defined benefit plans should be looked at holistically, not in a vacuum, and they should be considered within a corporate financial context to avoid negative surprises to a company’s executive team, board of directors and shareholders. Read more >
Tax Cut Proposals Have Advisers Worried About All-Roth 401(k)s
With President Trump touting potential corporate and individual tax rate cuts, retirement plan sponsors and advisers are worried that could lead to the government switching 401(k) plans to all-Roth in order to raise revenue to offset the cuts. Read more >
Annuity Contract Termination ERISA Challenge Will Proceed
Important to note, this represents only an interim decision in the case, given that in resolving a Rule 12(b)(6) motion, the court “assumes the truth of the operative complaint’s well-pleaded factual allegations.”  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
HSA Knowledge Gap Offers Clear Adviser Service Role
Advisers Moving to a Client-Centric Model
Sponsored message from MetLife
Growth of Stable Value From MetLife
Click to see Video. Read more >
From the Magazine: The Best Path Forward
Advisers who specialize in the micro retirement plan market—i.e., in plans with $10 million or less in assets under advisement—say that fee compression has made it more imperative than ever that they grow by expanding the number of clients they serve. Read more >
AxiomSL Launches Regulatory Education Program
The new compliance support programming is free for advisers and seeks to “shed light on opacity surrounding financial regulations.” Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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