Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
December 3rd, 2020

Are Your Clients Carrying Uncompensated Risk Into 2021?

With hopes and expectations for a continued market rebound through next year, it is the right time to address causes of ‘uncompensated risk’ in a long-term equity portfolio. Read more >
DOL Releases Updated Versions of Form 5500
The Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) have released advance informational copies of the 2020 Form 5500, including the Form 5500-SF and the IRS Form 5500-EZ, which now also appear on the EBSA website. Read more >
The 5-Year ‘Test’
Retirees’ reductions in spending (which, for many, are substantial) deserve to be examined further, as they raise questions regarding whether the reductions adversely affect retirees’ quality of life and/or essential expenses. Read more >
Beneath the Waves
The 2020 Retirement Plan Adviser Survey (RPA), our 13th, amasses data from the adviser community to discover how these individuals select providers and funds, plus, as in other years, to pick up on any developing trends. Read more >
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award. Read more >