Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 10th, 2017
2017 PLANADVISER National Conference
The 2017 PLANADVISER National Conference kicks off October 11 in Orlando. Get all the information you need on the agenda and on-site events here. Read more >
Hurricane Relief: What Should DC Plan Advisers Be Telling Their Clients?
Advisers can help plan participants understand their hierarchy of needs, framing guidance to fit the context of whatever additional relief Congress may provide. Read more >
Bill Offers More Relief for Hurricane Victims
Congress has passed legislation allowing participants in qualified defined contribution (DC) plans, including individual retirement accounts, to get a distribution of up to $100,000, in aggregate, across all accounts and avoid tax penalties. Read more >
DOL Fiduciary Regulation in Global Perspective
Morningstar’s “Global Fund Investor Experience” report shows that, with strong regulations, come stable markets. Here in the U.S., the DOL fiduciary rule reforms are driving the conversation about market stability and fairness.  Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
SECURE Act's House Passage Brings Test of Congressional Mediators
Some Expect Senate Action Sooner Than Later on SECURE Act
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
Sponsored message from Pacific Life
Invest or Contribute to Solve a Retirement Funding Shortfall?
Many companies have not fully funded their defined benefit plans. This article examines why plan funding shortfalls have not decreased appreciably despite high equity returns and possible strategies to reach full funding. Read more >
Financial Engines Releases Health Care Planner
Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement. Read more >
Reviewing Providers
Non-cookie-cutter plans require non-cookie-cutter services.  Read more >
Default Thinking
How to advise sponsors about switching to managed accounts as the QDIA. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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