Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 31st, 2016
IRS Permits Hardship Withdraws for Louisiana Flood Recovery
The Internal Revenue Service announced that employer-sponsored retirement plans can make loans and hardship withdrawals to assist victims of historic flooding in Louisiana. Read more >
From the Magazine: Servicing Micro Plans
The key to advisers gaining business in the micro-plan market is “bringing efficiency not just for your own business processes but also for the buyer and its own day-to-day work,” one experts suggests. “First and foremost, these small-business clients want the adviser to provide implicity and efficiency.” Read more >
Caretaking Competes With Retirement Savings for Asian Americans
Asian Americans surveyed place a higher importance on providing college tuition for their children, and taking care of family members as one of their top financial goals compared to the U.S. general population, according to new research from Prudential Retirement.  Read more >
PLANADVISER National Conference
The PLANADVISER National Conference (PANC) is the retirement planning industry’s premier networking and business strategy event—entering its 10th year! The conference is coming up soon, but you still have time to sign up.  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
When Retirement Saving Is a Team Sport
Advisers can help by including spouses in retirement planning conversations. Read more >
E-Signature Firm Predicts Mountains of Fiduciary Paperwork
If not tackled the right way, the seemingly trivial cost of managing new paperwork and data processing related to the fiduciary rule could quickly grow out of hand, the firm warns. Read more >
TIAA Clients Will Soon Use ‘Voice Biometric’ Account Authentication
With the voice recognition functionality, TIAA customers can create a “voiceprint” to securely identify themselves when they call to speak to a representative, transfer funds or check their account balances. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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