Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 12th, 2017
IRS Page Lists 403b Plan Compliance Duties Related to Common Plan Errors
It also provides links for resources the IRS provides to help 403(b) plan sponsors stay in compliance. 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. The annual adviser survey from which we draw the Top 100 Advisers awards is also open. Follow the link to learn more.  Read more >
Reputation Rather than Fees Drives Most IRA-to-IRA Transfers
Firms focusing heavily on promoting low-cost products without considering clients’ preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA. Read more >
Are Saving More and Working Later the Only Options to Improve Retirement Readiness?
Researchers from State Street Global Advisors suggest policy changes that could improve retirement readiness for younger workers and late savers. 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
Sponsored message from American Century Investments
Balancing Target-Date Risks for Changing Market Environments Read more >
Research and Markets Published In-Depth ERISA Guidance
A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA. Read more >
Participants Prefer Personalized On-Demand Advice
When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1 sessions, according to a new study by Betterment. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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