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March 27th, 2018

SBCA Finds Potential Problem With Reintroduced RESA Legislation

Section 501 of the Retirement Enhancement and Savings Act would give non-spouse beneficiaries five years to take distributions of inherited accounts over $450,000 before they would be taxed.Read more >

Pre-Retirees Seemingly Unaware of What Market Volatility Can Do to Savings

Nearly six in ten pre-retirees and 32% of retirees describe their primary investment strategy as focused on either “aggressive growth” or “moderate growth;” a MassMutual survey finds.Read more >

More DC Plan Sponsors Offering Roth Accounts to Participants

PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants.Read more >
Rules for Vesting Schedules Shorter Than Maximum Permissible
“I read your Ask the Experts last year on the maximum permissible vesting schedules for a defined contribution retirement plan. But what if I don’t use the maximum vesting schedules for employer contributions (three year cliff or six-year graded)? What other restrictions apply?”Read more >

Gen X Needs Retirement Planning Help

The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money.Read more >

Empower Adds Account Aggregation Capabilities to Retirement Planning Platform

Data services supplied by Quovo will enable Empower to further provide participants with a comprehensive view of all their financial accounts from a variety of outside institutions.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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