November 1st, 2017

DOL and SEC Uniform Advice Standard May Not Be Far Off Leadership at both the DOL and SEC have signaled a willingness to work together to find complementary approaches to managing advisers’ conflicts of interest—but it will be a heavy lift to accomplish a uniform standard. Read more > IRS Ruling May Encourage Auto Enrollment in Governmental 457 Plans ICMA-RC says the IRS favorable letter ruling is the first to adapt the Pension Protection Act’s auto-enrollment rules to a governmental 457(b) plan. While private letter rulings are not considered formal precedent, they do provide insight into the IRS’ views. Read more > IRS Benefit/Contributions Limits for 2008-2018 Find here a link to our sister publication’s chart denoting the 2018 maximum benefit and contribution limits set by the IRS, including current and historical limits on all types of tax-advantaged retirement accounts. Read more > Time to Submit Plan Sponsor of the Year Nominations Is Running Out Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants. Nominations for all types of retirement plans will be considered, so don’t delay. Read more > MOST READ ARTICLES

Sponsored message from Charles Schwab Retirement Plan Services Inc. Workplace Financial Wellness Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>> Read more > 2017 Annual Defined Contribution Survey Closes Friday Nov. 3 There is still time for your clients to join the thousands of plan sponsors who have responded to our annual survey of defined contribution plan design trends and recordkeeper satisfaction. Don’t miss this opportunity to benchmark your clients’ plans or nominate a recordkeeper/account service team for our annual Best in Class awards.  Read more > From the Magazine: Reharvesting Making the case for re-enrollment to improve participant outcomes is well worth the effort.  Read more > American Academy of Actuaries Encourages In-Plan Lifetime Income Options The GAO and the Treasury Department have also called for greater use of DC plan lifetime income options. Read more > WisdomTree Offers Portfolio Construction Tools The wealth management technology tool will serve as a customizable end-to-end platform for advisers overseeing client assets.  Read more >

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