Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 8th, 2017
Executive Benefits Take a Hit in Tax Reform Proposal
The proposal effectively eliminates nonqualified deferred compensation plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say. Read more >
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants. Read more >
Court Rules ERISA Statute of Limitations Can Be Waived
While the court agreed that ERISA’s six-year statute of limitations is actually a statute of repose, it did not agree with defendants that such statutes cannot be waived at all. After citing several U.S. and State Supreme Court decisions that supported its decision, the court cited “good ol’ common sense,” noting that people can even waive their rights under the U.S. Constitution. Read more >
Annuities in DC Plans
Creating a retirement income stream from savings is, in many ways, the most complicated part of working with one’s retirement plan. Studies have shown that people like the idea of a steady income stream but are unaware of the products—specifically annuities that they can purchase to help them attain that. As plan sponsors consider their options to give plan participants access to annuities through the company plan, advisers are in a position to explain the “how”s and “why”s. Read more >
2017 PLANADVISER Retirement Plan Adviser Survey
Each year, performance remains top of mind for advisers when selecting investment managers. However, while it is often said that past performance does not indicate future results, advisers place a large emphasis on it when evaluating investments. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
3
Education on Lifetime Income Needed in Not-for-Profit Sector
4
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
5
Congressional Democrats Continue Push on Butch Lewis Act
Sponsored message from Lincoln Financial Group
WHAT’S MORE IMPORTANT THAN RETIREMENT?
Retirement plan participants think they should be saving more, but day-to-day expenses, debts, and other competing priorities get in the way. See other common expenses and how Lincoln can help. Read more >
Measuring Retirement Income Adequacy Not an Exact Science
Researchers have developed diverse approaches for quantifying the adequacy of retirement income, focusing on different groups of retirees and employing different definitions of income and adequacy, a CBO report notes. Read more >
Younger and Older Investors Have Different Savings Goals
Research also found the youngest and oldest investors were most perceptive to using employer-sponsored retirement planning resources. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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