Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 8th, 2015
Safe Harbor Plan Launch Deadline Closes In
A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in 2015. One provider is offering a discount on new plans launched before September 15. Read more >
Provider Changes Can Pose Records Retention Issues
Retirement plan advisers should help clients understand their rights and ability to access past records after a change in recordkeeper or TPA. Sometimes, you have to pay to get what you want.  Read more >
New School Year: Time to Educate Educators About Saving
The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track. It’s time to educate the educators about savings and investments. Read more >
Adviser of the Year Nominations Open Soon
We are launching the nomination process for the 2016 PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards. Keep an eye on your inbox and our websites for more information. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
PLANADVISER Top 100 Advisers – Profile of the Day
“Our team has a true passion for helping people, it is our mantra,” says Heuer Wenzel & Associates, at Merrill Lynch. “Our goal is to help our clients achieve their goals, and we believe that motivation through education is key.”  Read more >
The Right Measure
Many longtime industry professionals will tell you that part of what makes working in the retirement planning space so rewarding—as well as challenging—is the unwillingness of the industry to reach true consensus. Read more >
Retirement Industry People Moves
The week’s industry moves include new hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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