October 23rd, 2017

DCIO Assets Up 12% in the Past 12 Months By year-end, Sway Research projects that DCIO assets will rise 13% to top $3.8 trillion. Read more > PANC 2017: The Role of HSAs The time is ripe for retirement plan advisers to get into the business of educating about HSAs, experts say. Read more > PANC 2017: Financial Wellness There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program. Read more > Mortality Rates Increased 1.2% Between 2014 and 2015 With life expectancies declining slightly, pension plan obligations are reduced between 0.7% and 1.0%, the Society of Actuaries says. Read more > Onboarding Clients How to make the transition seamless Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from AMERICAN CENTURY 5th Annual National Survey of DC Plan Participants American Century Investments® American Century will share findings of its latest participant study during an October 26 webcast. The survey uncovers the driving forces behind employees’ views and what employers can do to help improve retirement readiness. Register now: Read more > Explaining True-Up Matches DC plan sponsors may want to offer a true-up match to help participants reach their retirement savings goals. Read more > Retirement Industry People Moves The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more. Read more >

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