Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 1st, 2020

Prospecting in Turbulent Times

Westminster Consulting LLC in Rochester, New York, amped up its outreach to potential new clients over the past few months, says Sean Patton, a partner in the firm. With the opportunity to meet new prospects at events temporarily on hold, Westminster’s advisory staff has gotten more involved with online events such as webcasts and typically does two to five of those weekly. Read more >
2020 Digital PLANADVISER National Conference
Join us live from the comfort of your desk on September 14 to 18, 2020! Read more >
UPS Defeats ‘Actuarial Equivalence’ ERISA Challenge
The defense has prevailed on technical grounds in a lawsuit that argues plan sponsors should be required to use fresh mortality and interest rate assumptions when converting between the standard and alternative forms of annuities to be paid out by a pension plan.  Read more >
15th Anniversary of RPAY: Stace Hilbrant
The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation. Read more >
Few Divorcing Couples Know About QDROs
Older couples and women, in particular, are often put at a retirement disadvantage when faced with a divorce, a GAO report finds. Read more >