Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 7th, 2017
Ascension Agrees to Settle Acquired Entity's Church Plan Suit
Months after a settlement agreement was preliminarily approved in the case of Overall v. Ascension Health, the health care entity has agreed to a settlement agreement with the Wheaton Franciscan System Retirement Plan in a similar case challenging the plan’s “church plan” status under the Employee Retirement Income Security Act. Read more >
2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available. Read more >
Roth Tax Treatment Remains a Mystery for Many
Only one-third of participants correctly identified the benefits of Roth contributions—that contributions are made after-tax, and that money grows tax-free with no taxes paid when withdrawn at retirement. Read more >
Provider Education Resources Enter the 21st Century
While the presentation of materials varies quite a bit across the providers considered, there is more uniformity concerning the topics covered. More than two-thirds of firms offer materials on understanding and comparing defined contribution plans.  Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MetLife
Stable Value as a DC Plan Capital Preservation Vehicle From MetLife
Click to see Video. Read more >
Fuzzy on Fiduciary Compliance
Context and presentation are crucial factors. Read more >
U.S. Top-Ranked in Global Pension Assets
Willis Towers Watson finds North American funds showed the most noticeable annualized growth rate over the last five years. Read more >

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

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

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