Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 8th, 2015
Enforcement, Pre-Approved Plans Among IRS 2016 Priorities
The IRS is planning a handful of major compliance projects for 2016 and says certain classes of tax-qualified retirement plans have been selected for increased attention because they have a historical pattern of non-compliance. Read more >
Health Care in Retirement Will Cost How Much?
There’s no way around it, health care cost projections for American retirees are grim, especially when mapped against what people actually have saved. Early action is one of the few recipes for success.  Read more >
Right-Sizing the RFP Process
Experts discuss how advisers can efficiently RFP responses that still address each sponsor’s individual needs.  Read more >
Fee Consensus Still Far Off
Many longtime industry professionals will tell you that part of what makes working in the retirement planning space so rewarding—as well as challenging—is the unwillingness of the industry to reach true consensus. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
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Using Risk to Manage Client Expectations
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.  Read more >
Adviser of the Year Nominations Close FRIDAY
FRIDAY October 9th is the last day for submitting 2016 PLANSPONSOR Retirement Plan Adviser of the Year nominations. Don’t wait! Read more >
Retirement Planning Added to Benefits Engagement Solutions
Navera’s new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or 403(b) options. Read more >
DIVERSIONS: That All-Important Morning Cuppa Joe
Getting dressed tops a long list of things American workers “can’t even” before that first cup of morning Joe. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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