Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 30th, 2017
Treasury Calls for More In-Plan Lifetime Retirement Income Products
The department believes an oversight bureau, created to assess the financial strength of annuity providers, would help employers and advisers become more comfortable including annuities in retirement plans. Read more >
Consistency Key to Increasing 401(k) Plan Savings
A longitudinal analysis of 401(k) plan participants drawn from the EBRI/ICI 401(k) database found the average account balance for consistent participants increased at a compound annual average growth rate of 13.9% from 2010 to 2015. Read more >
Benefits Need to Be Communicated Year-Round
By making workers aware of health and financial benefits, employers can make their workforce more engaged and productive—and avoid costly expenses. Read more >
Maximum Benefit and Contributions Limits Table 2018
We have now made available a table showing maximum contribution and benefits limits from 2008 through 2018. There is a link to print a PDF of the table. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Advisers Moving to a Client-Centric Model
Sponsored message from BEST OF PSNC
Best of PLANSPONSOR National Conference
October 24-November 2, 2017. Register Now>> Read more >
Morningstar Reveals Best Interest Scorecard Fiduciary Rating Tool
The firm describes its latest release as a consolidated proposal system created for financial advisers to help clients make informed decisions on possible rollover options, designed with their best interests in mind. Read more >
Retirement Industry People Moves
Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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