Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 21st, 2016
PBGC Adds New Premium Rates Information to Website
The updated page also includes a link to scheduled increases for years after 2017. Read more >
Whitepaper Discusses Fee Reasonableness of Advisers
“On April 10 the focus will expand to cover IRAs and the burden will be on the advisers to prove the reasonableness of their fees,” notes Fred Reish of Drinker Biddle. Read more >
New Mortality Improvement Scale Could Reduce Pension Obligations
Based on the Society of Actuaries’ preliminary estimates, the new scale may reduce pension plan clients’ current liabilities by 1.5% to 2%, depending on the individual characteristics of the plan. Read more >
Employers Identify Retirement Plan Concerns for Election Outcome
Topping the list is the tax-favored status of employer-provided retirement savings for workers. Read more >
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2020 PLANADVISER National Conference
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More Sutter Health 403(b) Plan Participants Challenge Plan Investments
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$10M NRECA Settlement Agreement Includes Administrative Changes
Sponsored message from NATIONWIDE
A New Perspective on Health Savings Accounts
What makes HSAs robust, tax-efficient vehicles for employees to save for future health care costs.  Read more >
Burrmont Compliance Labs Adds DOL Rule Information to ERISApedia
The Fiduciary Responsibility eSource includes discussion of the DOL’s new conflicted advice rule, best interest contract exemption and other new and amended prohibited transaction exemptions. Read more >
fi360 Launches Fiduciary Focus Toolkit
New software from fi360 provides broker/dealers and advisers with advanced fiduciary oversight capabilities. Read more >
RiXtrema Launches IRAFiduciaryOptimizer Software
A new software solution from RiXtrema addresses DOL fiduciary rule compliance for advisers finding themselves on a new regulatory playing field when it comes to rollover recommendations. Read more >
Principal Adds Resources to Enrollment Assistance Tool
One provides participants with an annual checkup to help track their progress and give their retirement strategy a once-over, and another stresses the importance of guaranteed retirement income. Read more >
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