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Plan Focus
Recording Investment Changes
Spotlighting industry data from PLANSPONSOR’s proprietary research
Practice Development
Advisers Called to Help ‘Heal’ Finances
How retirement plan advisers can profit from offering financial wellness programs
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
Editor’s Letter
A Health/Wealth ‘Plan’
Health savings accounts' triple tax advantages make them a very worthwhile savings vehicle.
New Enforcement Structure at FINRA; Calls for ‘Fintech’ Commentary
FINRA asks advisers to share their insights about “fintech innovation in the broker/dealer industry,” while also unveiling a new structure for its enforcement staff.
JHRPS Launches Interactive Data Aggregation Feature
Participants will be able to monitor spending habits, manage finances and determine savings goals, says the firm.
Guiding DB Clients to Preserve DB Funded Status Improvements
Northern Trust Asset Management offers four considerations for setting DB plan investment strategy.
Decreasing Plan Sponsors’ Fear of Making Certain Plan Changes
Adding automatic deferral escalation and stretching the match are settlor functions because they are plan amendments, so plan sponsors should not fear fiduciary litigation, even if to some...
Half of Retirement Savers Are ‘Chasers’
Fifty-four percent of respondents to an Allianz Life survey say that other expenses are interfering with their retirement savings, and 20% say they are saving for other financial...
Retirement Plan Leakage Thwarts Automatic Enrollment
A TIAA study finds the feature's benefit are continuously offset by pre-retirement withdrawals and plan loans.
SEI Sees Advisory Fees at a Crossroads, Offers Value Roadmap
While clients may not be asking about fees or complaining directly, their changing behaviors are making advisers work harder and add more services, leading to a decrease in...
Will Increasing Maximum HSA Limits Help Employees?
Research from EBRI shows very few employees contribute the maximum statutory limit to HSAs.
Spinning Off Separate DB Plan During Plan Year Will Not Reduce Premiums
The Pension Benefit Guaranty Corporation (PBGC) has established a web page, Staff Responses to Practitioner Questions.
Pioneer Money Market Performance ERISA Lawsuit Will Likely Be Amended
An interim ruling in the fiduciary breach case of Barrett vs. Pioneer Natural Resources, in which elements of the defendants’ motion to oppose class certification failed at the...
Retirement Industry People Moves
Wilshire Adds Senior Investment Professionals; Ladenburg Thalmann Invests in Tax Automation Provider; Southern Maryland Insurance Joins The Hilb Group; and more.
Prudential and Raytheon Announce Pension Risk Transfer Deal
Raytheon is the latest large employer to enter into a group annuity transaction, transferring nearly $1 billion in benefit obligations to Prudential.
Four Multiemployer Pension Plans Apply to Treasury to Reduce Benefits
They are seeking reductions as high as 50%.
ERIC Calls on DOL to Issue Detailed Missing Participant Guidance
The letter also asks that until guidance is provided, for the DOL to stop issuing letters that allege an employer has committed a breach of fiduciary duty with respect...
Will the More Evenly Divided Senate Tackle HSAs This Year?
“Although budget pressures have put limits on some reforms and the Senate outlook this year is dim, the proposed changes indicate the direction that many Republicans and more...