Trendspotting

Articles that appeared in the Trendspotting section of the magazine
Reported by PLANADVISER Staff

“Together We Go:’ Investors with advisers show more confidence

“Just in Time:’ IRS offers relief for 403(b) written plan document requirement

“Looking for the Best:’ Advisers say sponsors need better eye for target-date funds

“Finding a Happy Medium:’ Advisers like independence—just not too much

“Worth Waiting For:’ Pension relief bill with RMD moratorium becomes law

“Bear Market:’ Fund fees expected to drop, study says

“Qualifying Information:’ IRS publishes additional 409A reporting, withholding instructions

“IRS Issues Final 409A Relief Procedures:’ Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section 409A, the IRS released the final version of the correction programs.