Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 24th, 2015
Another Benefits Provider Sued for Its Own Plan
Heading into the end of 2015 there’s little sign litigation targeting retirement plans will dry up. This time Insperity and Reliance Trust Company are being scrutinized.  Read more >
Don’t Leave Them Stranded
Highly compensated employees saving for retirement face both the Internal Revenue Service limits on their individual contributions and the limits effectively imposed on them by their plan’s need to pass nondiscrimination testing. Read more >
Pension Risk Transfer Advisers Needed in 2016
Pension risk transfer activity shows no signs of slowing, so plan sponsors will need help—from “cleaning up” their plans to finding, and then transferring participant dollars to, the right insurer. Read more >
2015 PLANADVISER Practice Benchmarking Survey
For retirement plan advisers to remain competitive, it is important that they gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey, our ninth, gives invaluable insight into your industry competitors. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
A Third-Quarter Dip for Retirement Assets, ICI Says
Total U.S. retirement assets were $23.5 trillion as of September 30, down 4.3% from the end of June, according to the Investment Company Institute. Read more >
Everything You Need to Know About … Unleash
Unleash, which was designed to help small-business owners manage their income and expenses, markets itself as “Your Cloud CFO.” Read more >
DIVERSIONS: Retailers Expect 3.5% of Holiday Returns Will Be Fraudulent
After Christmas, expect to see crowds returning misguided gifts, stolen merchandise and “wardrobed” items: that’s retail talk for used, non-defective goods.  Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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