Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 30th, 2016
DB Plan Sponsors Need to Prepare for Lack of Funding Relief
Funding relief for defined benefit plans is currently scheduled to end in 2020, and plan sponsors could face a spike in contributions. Read more >
IRS Proposes New Mortality Tables for DB Plans
These proposals would also update the requirements a plan sponsor must meet to obtain IRS approval to use mortality tables specific to the plan for minimum funding purposes, instead of the generally applicable mortality tables. Read more >
DOL Offers New Guidance on Proxy Voting by Benefits Plans
The DOL says existing guidance to plan fiduciaries has been out of step with domestic and international trends in investment management, and has potential to dissuade fiduciaries from exercising shareholder rights, including the voting of proxies. Read more >
QBI Releases Secure Client Dashboard
The new platform aims to facilitate clients’ access to data and management. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Three Quarters of Americans Have Not Planned for LTC Needs
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation
Advisers Moving to a Client-Centric Model
Providing Participants With Access to Financial Education
Employees want help learning to make decisions about money. Read more >
Laser Focus on Clients Pays Off
Advisers who concentrate on their clients’ interfaces have the fastest-growing firms. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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