Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 3rd, 2017
401(k) Contributions Appear Safe in Tax Reform Debate, For Now
It appears 401(k) contributions won’t be affected by tax reform, but one industry veteran warns the process is still only just beginning—and that tax uncertainty is “unfortunately not likely to ever go away.” Read more >
GOP Tax Reform Package Includes Some Important Retirement Adjustments
Industry observers are widely pleased to see the overall deferral limits for 401(k) plans are unaffected, but there are still some important changes included in the bill concerning the treatment of loans, hardship withdrawals, DB-to-DC cross-testing, and more. Read more >
401(k) Savings Rates Have Increased
In addition, the number of health savings account holders on Fidelity’s platform increased 35% over the last year. Read more >
The Value of Transparency in Participant-Level 401(k) Data
The technology conversation is no longer simply about the amount of data available, but rather how it is used and, more specifically, how granular it is, as to the view it affords advisers. Read more >
IRS, Treasury Priority Guidance Plan Includes Long-Awaited Regulations
For example, the agencies hope to issue final regulations regarding qualified nonelective contributions (QNECs) and qualified matching contributions (QMACs).   Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from T. ROWE PRICE
The Benefits of T. Rowe Price’s Active Target Date Approach
Our study of 11 T. Rowe Price Retirement Funds confirms that our active process has added value. Read more >
Number of New RIAs Grew 75% Between 2012 and 2016, Schwab Finds
RIAs established in 2016 had $55 billion in assets under management. Read more >
Investment Products and Services Launches
Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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