Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 20th, 2016
ERISA Safe Harbor Introduced for Municipally Sponsored IRAs
The DOL and EBSA announced a final rule to assist large cities and other political subdivisions establish payroll deduction IRAs for private-sector workers. Read more >
Recommendations Made to Help With Loss of Determination Letter Program
ERIC has made suggestions to the IRS to help qualified individually designed retirement plans that no longer have the ability to file for determination letters. Read more >
A Year of Opinion from PLANADVISER Magazine
Few know the Employee Retirement Income Security Act (ERISA) as well as ERISA attorneys; at PLANADVISER, we’re lucky to rely on some of the best in the business for insight and analysis. Read more >
Suggested Areas for Review With DC Plan Clients
“Change is the only constant in today’s market. As such, it is crucial to maintain vigilance over managing DC plans. Governance should always be a key focus, but it’s not a silver bullet,” says Liana Magner, partner at Mercer. “DC plans need to evolve with changes in legislation, regulations, industry trends and the changing needs of individuals.” Read more >
SECURE Act Ensnared in Senate After Flying Through House
Newly Allowed 401(k)s Will Need Advisers
Wells Fargo and Principal Can Learn From John Hancock-New York Life Deal
Dow, DuPont and Corteva Sued for Allegedly Ducking Pension Obligations
Without Infrastructure Fees, Recordkeepers Would Go Out of Business
Sponsored message from JP Morgan
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Internal Revenue Service Stresses Importance of Savers’ Credit
The coming tax-filing season is a great time to remind eligible retirement plan participants to claim the savers’ tax credit. Read more >
Financial Shocks in Retirement
The latest SOA mortality data finds that a healthy 65-year-old male will live to age 86.6, while a 65-year-old female will reach age 88.8. Nonetheless, the majority of pre-retirees and retirees do not anticipate living that long. Read more >
Hispanic Workers Face Greater Retirement Challenges Than Others
The Urban Institute has suggested policy proposal that could help Hispanic workers’ retirement income prospects. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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