Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 20th, 2016
PBGC Proposes Expansion of Missing Participants Program
The Pension Benefit Guaranty Corporation is proposing to expand its existing Missing Participants Program to cover terminated 401(k)s and most other defined contribution plans. Read more >
Antioch Company Cleared of Wrongdoing in ESOP Transaction
In a detailed decision, a district court found that members of Antioch Company’s Board and ESOP Advisory Committee did not violate their fiduciary duties during a transaction to make the employee stock ownership plan 100% employee-owned years before the company declared bankruptcy. Read more >
IRS Seeks Comments About Plan Document Requirements
In Announcement 2016-32, the Treasury and IRS request comments on ways they can improve compliance with plan qualification requirements by making it easier for plan sponsors to satisfy requirements for qualified plan documents, particularly in light of the changes to the determination letter program. Read more >
Event Information: The Science of Satisfaction
Attend our upcoming webcast to hear thought-provoking insights from the Wells Fargo Retirement Study—and be ready to maximize your next sponsor conversation. Read more >
Old Dogs, New Tricks: Training for Veteran Advisers Pays Off
Op-Ed: Financial and 401(k) Trends to Consider
DOL, IRS and PBGC Call for Comments on Form 5500 Revisions
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan
Protecting Elderly Clients From Financial Abuse
Sponsored message from T. Rowe Price
Make sense of the financial wellness marketplace
Use our new tool to help clients vet their list of potential wellness providers.  Read more >
2016 PLANADVISER Recordkeeper Services Guide
All recordkeepers surveyed indicated that they provide education and enrollment support to advisers. The vast majority supply advisers with plan benchmarking reports, legislative updates and plan design services. So, what sets top recordkeepers apart?  Read more >
MassMutual Expands Fiduciary Investment Support
Retirement plan sponsors and advisers working with MassMutual now have greater flexibility and expanded tools and technology to help manage their fiduciary obligations and risks. Read more >
Fiduciary Training from fi360 Considers DOL Shift
Fiduciary-related education services provider fi360 revealed a new program called Fiduciary Essentials for Advisors, designed to provide timely training to assist financial professionals as they respond to the DOL’s new conflict of interest regulation.  Read more >
Transamerica Launches 403b MEP for Higher Education Institutions
Higher-ed faculty and staff can save more for retirement due to the lower fee structure that results from pooling the assets of many plans into a single multiple employer plan, Transamerica says. Read more >
IonTuition Reveals Student Loan Benefits Package
In a recent survey of managers, IonTuition found nearly all saw value in offering their employees benefits such as student loan repayment assistance. Read more >
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