Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 19th, 2020

Advisers Giving Back: Bernadette Lanser and St. Ben’s Community Meal

It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program. Read more >
15th Anniversary of RPAY: Rick Wedge
When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with Pensionmark, advises on more than $1 billion. Read more >
SEC Fund Report Proposal Seen as Big Step Toward Modernization
One attorney who works on Securities and Exchange Commission compliance issues says the proposal will help retail investors digest key information while ensuring transparency remains a top priority. Read more >
Payroll Tax Deferral Raises Concerns on Social Security
The Treasury Department has yet to deliver formal guidance on the deferment.  Read more >
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
2023 Retirement Plan Adviser of the Year Finalists
With SECURE 2.0, the Cash Balance DB Plan May Be Back
Biden’s First Veto Keeps DOL’s ESG Rule in Place
Complying With the Custody Rule and the New Custody Proposal
Sponsored message from Natixis
Resiliency on the road to retirement
How has the first ESG-driven TDF Series navigated the COVID-19 crisis? Views on the design, purpose, and performance of Natixis Sustainable Future Funds at its three-year mark are shared by Portfolio Manager Chris Sharpe.  Read more >
Four Things to Know About Changes to Employer Contributions
Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the impact of making certain plan changes. Read more >
Liberty Mutual Employees Sue for Retirement Health Coverage
Former employees of the company who were brought on through the 2008 Safeco acquisition say Liberty Mutual is failing to live up to promises it made to provide them with certain retirement health care coverage. Read more >
Interim Final Lifetime Income Illustration Rule Published by DOL
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on retirement plan participant statements. Read more >
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