September 28th, 2017

Safe-Harbor 401(k)s Attractive to Both Sponsors and Participants Safe-harbor plan designs allow plan sponsors to avoid nondiscrimination testing and allow highly compensated employees to contribute more. Read more > Advisers Weigh Financial Planning Versus Money Management The latest U.S. monthly product trends report from Cerulli Associates compares the approaches to client service and practice leadership adopted by men versus women advisers. Read more > Education on Lifetime Income Needed in Not-for-Profit Sector In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA. Read more > Best Practices for Recordkeeper Cyber Security The SPARK Institute announced the development of recommended best practices for how recordkeepers should report their cyber security capabilities to plan sponsors and consultants. Read more > IRS Says 403(b) Plans May Use Effective Date Addendums Some sponsors that want to use a pre-approved plan have certain provisions that were not in effect for the plan for the entire restatement period or options that have changed during the restatement period. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Once They Catch On, PEPs Could Grow Exponentially 4 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 5 Many Near-Retirees Don't Understand Social Security Benefits

Sponsored message from fi360 Put your clients’ best interests first Earn your AIF designation in a city near you. Win more business now! 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 deadline for the 2018 Plan Adviser and Adviser Team of the Year awards is October 16, while the deadline for the Plan Sponsor of the Year award is November 6. Read more > IRS Released New Versions of VCP Forms Plan sponsors of tax favored retirement plans can use these forms to make an IRS Voluntary Correction Program submission. Read more > SEI Launches ReferralBuilder Program Through a series of newly released resources, SEI aims to help advisers enhance their referral generating initiatives. Read more > Vanguard Hones in on Retirement Readiness The provider is enhancing its participant-facing digital offerings to drive better participant behavior. Read more >

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