Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 8th, 2016
DOL Fiduciary Rule Posts a Key Victory in District Court
A U.S. district court judge has ruled in favor of the DOL fiduciary rule’s pending implementation, defeating fixed-indexed annuity providers’ effort to stall the groundbreaking regulation in court. Read more >
IRS Considering Changes to Interest Crediting Rules for Certain PEPs
The agency is considering amendments to hybrid plan rules to address implicit interest pension equity plans. Read more >
IRS Offers Sample Language for SIMPLE IRA Plans
The Internal Revenue Service has issued a List of Required Modifications and Information Package for use with prototype SIMPLE IRAs intending to satisfy the requirements of Internal Revenue Code Section 408(p) and Section 408(a) or (b). Read more >
Managed Account Investors Shine in Morningstar Analysis
“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.” Read more >
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
Education on Lifetime Income Needed in Not-for-Profit Sector
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
Congressional Democrats Continue Push on Butch Lewis Act
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MassMutual
Customized guidance across benefits in one simple, innovative tool
MapMyBenefits provides employees customized benefits guidance in one user-friendly tool. By giving simple, powerful guidance across benefits, MapMyBenefits helps pave the way to financial wellness.  Read more >
Investing Matters Differ Across Genders
A new study by Scottrade offers some surprising insight into the different investment decisions and market outlooks based on gender. Read more >
Educational Resources Offered to Retirement Plan Sponsors by IRS
The agency announced the availability of “Issue Snapshots” about tax-related issues for retirement plan practitioners. Read more >
Principal Financial Group Offers Fee-Policy Statement
The firm’s fee-policy statement covers several aspects of fee structures including fiduciary duties relating to the plan’s payment of fees. Read more >
Trust Builders Offers Sequence of Returns Calculator
The Sequence of Returns calculator uses rates of return from a historical index to illustrate the potential performance of retirement investments. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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