Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 31st, 2015
401(k) Plan Participants React Visibly to Market Dip
The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure, with trade volumes clocking in at seven times normal on Monday the 24th. Read more >
Understanding the IRS Employee Plans Compliance Unit
Compliance checks allow the EPCU to contact a greater number of plan sponsors than to do actual audits. In addition, any errors found during a compliance check can be corrected using the Employee Plans Compliance Resolution System. Read more >
Updates to IRS Employee Plans Programs
The agency is hosting a free webcast in which the determination letter program and new pre-approved plan document programs will be discussed. Read more >
QLACs Can Reduce Longevity Risk For Some
EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk via QLACs provides a significant increase in retirement readiness for those who live the longest. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
PLANADVISER Top 100 – Profile of the Day
David Kocsis began his career wholesaling 401(k)s to financial advisers and eventually launched his own practice to serve the diverse needs of retirement plan sponsors. His primary focus is to “improve retirement outcomes for participants, with a passion for helping each one identify and obtain their long-term financial and lifestyle goals.” Read more >
Adviser Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up. Read more >
Retirement Industry People Moves
The week’s industry people moves include new hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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