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November 3rd, 2015 |
Last Days for Plan Sponsor of the Year NominationsWe are now accepting
nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. We are
looking for plans of all types—pension, 401(k), 403(b), 457, public DC,
etc.—and of all sizes. Nominations close November 4.Read more > |
Americans Share Financial RegretsAlthough 59% of
Americans set a goal to save for retirement in 2015, only 31% are doing so,
according to a new survey of 1,000 people with investable assets between
$50,000 and $250,000 conducted by Bank of America and Merrill Edge.Read more > |
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ASK THE EXPERTS
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| Fidelity research busts five common retirement myths.Read more > |
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Using Data to Predict Participant Outcomes“With a proper theory
in hand, a plan sponsor could look at a dataset for a given plan participant
and identify exactly how likely he or she is to take a loan or even cash out of
the plan. The sponsor could even choose to take advanced action to prevent
participants from harming their retirement outlook.”Read more > | Lawsuit Questions Custom Target-Date Fund ConstructionA participant in retirement plans sponsored by
Intel Corporation has filed a lawsuit claiming custom-built investment
portfolios within the plan are too heavily invested in imprudent investments.Read more > | Commonfund Appoints CIOCommonfund, an investment manager for
endowments, foundations and the public sector, has appointed Mark Anson its new
chief investment officer (CIO). He will start in January.Read more > | How Long Will Limits Remain Unchanged?“I was disappointed that almost all the Internal
Revenue Service (IRS) benefits and contribution limits did not increase for
2016. Is it possible that the limits will remain flat in 2017 as well?”Read more > | | David Levine and David
Powell with Groom Law Group, and Michael A. Webb, vice
president, Retirement Plan Services, Cammack Retirement Group, will field your questions
concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be
printed in future (b)lines. This feature is to provide general
information only, does not constitute legal advice, and cannot be used or
substituted for legal or tax advice. |
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