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 >
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
Ready for PTE 2020-02 July 1 Enforcement?
Olin Corp. Soundly Defeats ERISA Lawsuit
Retirement Industry People Moves
Significant Retirement Bill Moves Forward in Senate
Sponsored message from RISKALYZE
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 >
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