Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
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 >
Plaintiffs Firms Must Pay $1.5 Million for ‘Reckless’ Litigation
More TDF Underperformance ERISA Lawsuits Filed
Dover Corporation Faces ERISA Suit Over Managed Account Fees
The Future of Work in the Investment Industry
Lawsuit Against Northern Trust Over TDFs Will Proceed
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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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