Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 12th, 2016
Event Information: Best of 2016 PLANSPONSOR National Conference
PLANSPONSOR is taking its popular PLANSPONSOR National Conference (PSNC) on the road to bring plan sponsors and retirement plan advisers in three major locations a sampling of the in-depth and insightful information provided at our national conference in June. In a half-day format, you’ll drill down into the latest industry trends and best practices concerning investments and participant communication and education; we will also consider the final fiduciary rule and the latest ERISA litigation. Read more >
Too Little Risk Is a Dangerous Move for Retirement Savers
You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. Read more >
Many Retirees Unprepared for a Financial Shock
Twenty percent of pre-retirees and 30% of retirees said that if an emergency were to arise, they could spend up to $25,000 without jeopardizing their retirement security. However, 20% of both groups said they could only spend less than $1,000 on an emergency without putting a serious dent in their savings. Read more >
Government Plans Will Receive Face-Lift
The IRS recently issued a package of proposed regulations revamping the rules governing so-called “ineligible plans” or “Section 457(f) plans.” The rules are, in fact, more liberal than anticipated and will make it easier to design and operate these plans. Read more >
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Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
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Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
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Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction
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DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Sponsored message from Betterment
Digital Tools Help Address Current Issues For 401(k) Plans
Today’s 401(k) is mired in contradiction: critical to retirement, but alarmingly under-supported Read more >
2016 PLANADVISER Adviser Value Survey
From a 10,000-foot view, sponsors working with an adviser are quite satisfied with the services being provided. Asked whether they were likely to recommend their adviser on a scale of 1 to 10, with 10 representing the most likely, 79.3% of sponsors gave their adviser a score of 8, 9 or 10.  Read more >
Don't Forget About Sweep Programs
A sweep program, fund or similar device is a common means used by retirement plan advisers and their affiliates to hold account assets on a short-term basis pending an investment or other transaction. Read more >
John Hancock Expands Open Architecture Platform for TPAs
John Hancock Retirement Plan Services aims to help plan consultants expand their business by shifting focus to TPAs. Read more >

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

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

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