Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 5th, 2017
IRS Publishes Final Rule Regarding Mortality Tables
Three documents set forth mortality tables to be used by certain DB plans in actuarial assumptions and the procedures to request the use of plan-specific mortality tables instead. Read more >
Mapping Industry Change Just Part of the Job
From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux. Read more >
Industry Trends Threaten Traditional Broker/Dealer Model
Broker/dealers can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests. Read more >
Helping DB Plan Clients Enhance Portfolio Outcomes
A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment. Read more >
2017 PLANADVISER National Conference
The 2017 PLANADVISER National Conference kicks off next week in Orlando. Get all the information you need on the agenda and on-site events here. Read more >
Many Retirees Spending More Than They Expected
First Deadline Looming for SEC Electronic Disclosure Compliance
Progressive Plan Design Features Have Moved Down-Market
MetLife Pension Calculations Questioned in ERISA Complaint
Employee Knowledge Levels Indicate Need for Financial Wellness Education
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T. Rowe Price’s Active Target Date Approach Adds Value
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Behavioral Finance Solution Aims to Personalize Client Experience
A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations. Read more >
Benefitfocus Enhances CDHP and COBRA Administration
Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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