Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 15th, 2016
Lawmaker Introduces Act to Shore Up Social Security
The bill would ensure benefits keep up with changes in the economy by using a more accurate measure of inflation for the annual cost-of-living-adjustment, among other things. Read more >
Fiduciary Rule Drives Reconsideration of Fee-Based Annuities
Nearly half of insurers feel the DOL conflict of interest rule would positively impact sales of fee-based annuities, according to Cerulli Associates; less certain is how to effectively package and price such products. Read more >
IRS Publishes List of Required Plan Amendments
The IRS noted that the fact that a change in a qualification requirement is included on the RA List does not mean that a plan must be amended as a result of that change. Read more >
403(b)s Reexamine Adviser Choices Ahead of DOL Fiduciary Rule
A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled to go in effect this April. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Workers Plan to Fund Retirement in Various Ways
Social Security, company funded plans, home equity, and inheritance are less frequently cited as sources of retirement income among workers. Read more >
Pension Income Remains Crucial for Today's Retirees
An ICI analysis suggests the share of retirees with private-sector pension income nearly doubled between 1975 and 2015. Read more >
Morningstar Releases Student Loan and Retirement Savings Calculator
The online tool is designed to help investors decide whether to allocate extra income to retirement savings or pay down student loans. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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