Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 18th, 2016
Second Wells Fargo Stock Drop Complaint Filed
According to plaintiffs, a refusal to purchase company stock is not a “transaction” within the meaning of insider trading prohibitions and would not have required any independent disclosures. Read more >
A New Frontier of Advice
10 Years of PLANADVISER: What the past decade has meant for retirement plan advisers and where the industry will go from here. Read more >
IRS Restricts Salary Deferrals for NQDC Plans
Under the proposed regulation, initial deferrals of current salary must meet conditions similar to those required with respect to NQDCs under Section 409A of the IRC. Thus, the deferral must be reflected in a written agreement entered into by the employer and employee before the beginning of the calendar year in which the services are to be performed. Read more >
The DC Income Challenge is Just Arriving
“From our perspective, the ultimate outcome in retirement is income,” says Jamie Ohl, president, Retirement Plan Services, Lincoln Financial Group. Data from the Lincoln Financial Group American Consumer Study shows that individuals increasingly understand they are going to be responsible for their own retirement security. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MassMutual
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massmutual@work helps you shape the future by preparing for it.  Our holistic solutions and revolutionary tools help employers and employees unlock the power of all their benefits and achieve financial wellness. Read more >
Passive Fund Momentum Continued During September
Net redemptions from Money Market funds in September totaled $21.1 billion. Taxable Money Market funds experienced comparatively flat inflows of $1.9 billion, while Tax-Free Funds saw $23.0 billion of net withdrawals. Read more >
Video Series Helps Women With Retirement and Financial Security
T. Rowe Price has released a seven-part, documentary-style video series created to help women navigate the unique challenges they face when saving for retirement. Read more >
John Hancock Observes ‘National TPA Day’
The firm wants to recognize the contributions and expertise of third-party administrators to the success of the DC retirement system.  Read more >

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

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

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