Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 31st, 2016
DOL Issues More Hurricane Matthew Relief for Plan Sponsors
In addition to relief for hardships and loans provided by the IRS, the DOL is relaxing rules about contribution and loan repayment submissions and blackout notices. Read more >
Technology-Committed Firms See a Lot to Like in DOL Fiduciary FAQ
Attorneys and executives working for robo advice technology providers suggest the DOL fiduciary rule—as enumerated by the new FAQ publication—paves the way for their approach to succeed. Read more >
Fiduciary Rule Could Curtail Providers’ Communications with Participants
Broadridge looks at the new fiduciary rule’s “far-reaching implications for the retirement plan participant experience” and how to avoid pitfalls. Read more >
Social Media Boosting Client/Adviser Relationships
Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are becoming excellent tools for building client relationships. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
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PLANSPONSOR Retirement Plan Sponsor of the Year Deadline Approaches
This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don’t wait to nominate—time is running out! Read more >
Americans Worry That Post-Election, Volatility Will Rise
One-third saving for retirement expect the election results will negatively impact their nest eggs. Read more >
Retirement Industry People Moves
John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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