Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 9th, 2015
IRS Outlines Familiar Exam Priorities for 2016
Employee plans division at the Internal Revenue Service candidly admits worsening budget constraints are making its job more difficult. Read more >
Institutional Investors Bullish on Stocks in 2016
Compiling the projections of some 660 large institutional investors, Natixis finds high hopes for equities across the board—although certain asset classes are expected to perform better, potentially much better, than others. Read more >
Advice to Slow Leakage Critical Point in Fiduciary Fight
“A phone consultation, an illustration of lost future value, or an example of net take-home after taxes can effectively dissuade participants from accessing retirement funds prematurely,” according to a new paper from Cerulli Associates. Read more >
DC Plan Sponsors See Attractiveness of Stable Value
The vast majority of DC plan sponsors who are familiar with the U.S. Securities and Exchange Commission’s amendments to the rules governing money market funds feel that stable value is a more attractive capital preservation option. 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
Advising Wealthy Individuals
At some point, a retirement plan advisory firm may want to market advice services to wealthy individuals. In delivering such services, investment of individual retirement account assets or rollovers from a retirement plan to an IRA will become part of the conversation. Read more >
RIAs Have More of What Plan Sponsors Want
Using an independent RIA can mean the difference between getting powerful information on plan fees … and no information whatsoever. Read more >
What's Important to Clients When Selecting Stable Value Funds
When deciding which stable value solution to select, nearly all plan sponsors identify the creditworthiness of the stable value contract issuer as highly important, including nearly six in 10 who say it is extremely important. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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