PLANSPONSOR Weekend Newsdash
Week ending November 17th, 2017
NOTE FROM THE EDITOR
Greetings and happy Friday! Regular readers of our daily news coverage will no doubt be familiar with the enormous amount of uncertainty that has become more or less the norm in the retirement planning community—centered on the ever-shifting outlook for the DOL fiduciary rule, the prospects for tax reform, a shifting health care landscape, and so many other avenues that affect the work of advisers. But one thing that should also be clear is that the fundamentals of client service remain remarkably stable over time. Collected below is a helpful series of articles and research, identifying the pillars of customer service. We hope you will share some of what you read with a client or colleague. 
Client Service
Retirement Plan Participants Need More Familiarity With Investment Fees
Even among participants who said they were very familiar with their plan’s fees, 33% hadn’t read any fee disclosures in the past year, according to research from The Pew Charitable Trusts. Read more >
Results From Use of Auto Portability Product Released
Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of auto portability. Read more >
Reflections on Roth As Tax Debate Unfolds
The J.P. Morgan Guide to Retirement is a major annual project for the retirement strategy and investing team at J.P. Morgan Asset Management. This year the guide includes an extensive analysis of the Roth 401(k) retirement savings vehicle. Readers will surely know the basics about Roth retirement savings—but the guide lays out just how complex the task of actually analyzing an individual workers’ long-term tax picture can be. Read more >
2017 PLANADVISER Adviser Value Survey
According to the 2017 PLANADVISER Adviser Value Survey, plans overseen by advisers are often better off. This is particularly evident when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews. The adviser can point out years of experience using successful elements of retirement plans and, thereby, reassure sponsor clients to step up to the plate and make the right, and sometimes brave, decisions for their plan. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

Congressional Democrats Continue Push on Butch Lewis Act

The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.

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

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

Subscribe to NewsDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade