Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 14th, 2017

2017 PLANADVISER Retirement Plan Adviser Survey

The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors that advisers consider when selecting these key providers, and details the companies they prefer. The next issue of PLANADVISER will include the second part of the survey, “Practice Benchmarking,” which delves into how advisers structure and run their practice. Read more >
Pooling Investors’ Assets
Pooling investor assets results in a number of efficiencies including significant cost savings. That said, advisers should be aware of certain considerations that arise depending on the types of investors that participate in pooled investment funds. Specifically, certain requirements under ERISA and the Internal Revenue Code must be met when accepting benefit plan investors, such as ERISA-covered plans and IRAs. Read more >
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. Read more >
Lawmakers Reintroduce Bill to Encourage Electronic Retirement Plan Disclosures
The RETIRE Act would ensure employers make retirement information easily accessible online, while providing protections for employees who prefer to receive paper documents. Read more >
Many People Plan to Continue Working in Retirement
“Today’s workers are expecting to live long lives and, in doing so, they are disrupting retirement as we once knew it,” says Catherine Collinson, president of the Transamerica Center for Retirement Studies. “Many are envisioning retirement as a new chapter in life that involves continued work but with more free time to pursue personal interests. The big question is whether their vision is wishful thinking or within their reach.” Read more >
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Many Retirees Spending More Than They Expected
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Progressive Plan Design Features Have Moved Down-Market
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Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
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ERISA Litigators Reflect on Lessons Learned in 2018
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MetLife Pension Calculations Questioned in ERISA Complaint
Sponsored message from Cohen & Steers
The Benefits of DC Plan Diversification
For fiduciaries looking to enhance diversification in defined contribution plans, we believe REITs can be a simple and effective addition to investment line ups. Read more >
IRI Comment Letter to SEC Underscores High Stakes for Annuity Industry
IRI’s basic argument is that empirical evidence shows the outsized role advisers and consultants play in boosting investing outcomes—and that these professionals should not face overly burdensome restrictions on the recommendations they make involving mutual funds and annuities. Read more >
Small-Businesses Workers Require Greater Retirement Plan Access
New research from Finhabits, a retirement plan robo-advisory platform, suggests small businesses in Hispanic-majority metro areas struggle to offer retirement plans, but there are opportunities for significantly improving coverage in these areas and elsewhere. Read more >
Segal Group Releases Compliance Calendars
The calendars summarize the annual compliance requirements and disclosure obligations that retirement and health plan sponsors need to know. Read more >
Market Mirror
Wednesday, the Dow gained 80.63 points (0.33%) to finish at 24,585.43, the NASDAQ closed 13.48 points (0.20%) higher at 6,875.80, and the S&P 500 decreased by 1.26 points (0.05%) to 2,662.85. The Russell 2000 increased 8.33 points (0.55%) to 1,524.45, and the Wilshire 5000 was up 6.97 points (0.03%) at 27,626.81.   The price of the 10-year Treasury note increased 18/32, bringing its yield down to 2.345%. The price of the 30-year Treasury bond climbed 1 0/32, decreasing its yield to 2.727%.

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

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

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