Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 18th, 2019
Congress Finds Resolution to SECURE Act Deadlock in Spending Bill Passed By House
Retirement plan industry stakeholders had hoped the popular and bipartisan SECURE Act would be tied into must-pass spending legislation before year’s end, and that now appears to be the case. Read more >
A New Way to Think About Building a Retirement Planning Practice
“In my experience, advisers who sell start-up 401(k) plans close 3% to 6% of the time. Sometimes, the employer chooses a competitor. More often, the employer does nothing because a 401(k) plan is not a good fit for the business. Perhaps the business is too small, or the plan is too expensive.” Read more >
Must a plan’s security policies meet the duty of prudence? Read more >