Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 6th, 2017
OMB Reviews Second Fiduciary Rule Enforcement Delay
The final version of a proposed rule that will extend by 18 months the transition period for the implementation of the DOL fiduciary rule is now being reviewed by the Office of Management and Budget. Read more >
Fund Managers Respond to Shifts in Adviser Market
New research follows previous Cerulli analyses showing home-office discretion over advisory clients’ investment exposures will increase significantly under the DOL fiduciary rule and other competitive pressures. Read more >
IRS Relaxes Loan and Hardship Rules for Hurricane Maria, Wildfire Victims
To qualify for this relief, hardship withdrawals must be made by March 15, 2018. Read more >
Average 401(k) Balance Reached $99,900 in Third Quarter
This is a 2.25% increase from the average balance in the second quarter of the year. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Once They Catch On, PEPs Could Grow Exponentially
Many Near-Retirees Don't Understand Social Security Benefits
Sponsored message from AMERICAN CENTURY
5th Annual National Survey of DC Plan Participants
Survey reveals that employees look to employers for guidance in saving and investing for retirement.  Read more >
Onboarding New Clients
How to make the transition seamless Read more >
Larger Plans Offer Many Benefits
Companies midsized and up are likelier to offer NQDCs, HSAs and more   Read more >
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