Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 1st, 2015
PBGC Updates Table for Terminating Plans’ Valuations
Clients with pension plans undergoing distress or involuntary termination should know the agency issued a new table for determining expected retirement ages for participants. Read more >
Who Says Retirement System Is Imbalanced?
A forthcoming book by Peter Brady at the Investment Company Institute suggests Americans across the income spectrum get a pretty even shake when it comes to retirement benefits. Read more >
PLANSPONSOR Defined Contribution Survey
The 2015 Defined Contribution Survey from PLANSPONSOR measures and evaluates satisfaction levels with 401(k) and other DC providers, according to feedback from their plan sponsor clients across 23 distinct areas of participant and sponsor services. Read more >
Fiduciary Skill Critical to Plan Distribution Success
A new whitepaper by Fred Reish, an Employee Retirement Income Security Act attorney with Drinker, Biddle & Reath, argues participant education and sponsors’ fiduciary knowledge are both critical to plan distribution success. 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
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
4
Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud
5
DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services
Advice for Small Accounts
What if you are paid by commissions or 12b-1 fees, rather than by having the investor write a check? That’s still possible under the proposed fiduciary rule, but only if your broker/dealer has the systems in place to properly handle the payments.  Read more >
Mercer BenefitsCentral Gets DB Upgrade
Mercer’s participant website, Mercer BenefitsCentral, now allows clients to “initiate, manage, and commence their pension plan benefit completely online.” Read more >

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

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

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