Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 21st, 2016
DOL Extends Comment Deadlines on Form 5500 Reform
Retirement industry experts have warned the proposed changes to the Form 5500 could be just as significant as the controversial fiduciary rule reform.  Read more >
Small Changes to the DC Framework Could Pay Dividends
Experts range in their confidence about Congress’ desire and ability to enact meaningful retirement-focused legislation, either before or after the upcoming presidential election. Read more >
Referrals Under the Final Fiduciary Rule
ADVISER QUESTION: Is the recommendation of an investment adviser to an individual retirement account owner a fiduciary act under the Department of Labor’s final fiduciary rule? Read more >
Many Retirees Saddled With Housing Debt
Due to low interest rates, easy access to home equity credit lines and mortgage refinancing, many people in or near retirement have increased their housing debt by wide margins, according to a white paper released by Prudential Financial, based on research by the Center for Retirement Research at Boston College. Read more >
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers
Advisers Get Long-Awaited Clarity on ESG in Retirement Plans
AARP Finds Major Gap Between Retirement Goals and Preparedness
Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity
Sponsored message from T. Rowe Price
Missed PANC2016?
Visit the PANC Retirement Resource Center. Click to read the highlights. Read more >
Student Loan Debt Has Minimal Impact on Retirement Savings
The value of median retirement assets for participants with student debt at age 30 is $10,075. The same figure for those without student loans is $10,680, according to a new report. Read more >
2017 Award Nominations Are Open
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >
Americans Open to More Investment Risk to Improve Retirement Savings
Hearts & Wallets found less than one-third of “accumulators” feel their retirement savings are on track. Read more >
Northern Trust Recommends Three Ways to Strengthen DC Plans
Looking at improvements to retirement plans in the decade since the passing of the Pension Protection Act, Northern Trust Asset Management says they have been strengthened—but that people are still falling far short of being adequately prepared for retirement. Read more >
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