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September 23rd, 2016

Student Loan Debt Has Minimal Impact on Retirement Savings

Even though Americans are looking at record high student loan debt, graduates may be compensating through means other than cutting retirement saving, according to new research.Read more >

Deadline Extended for Form 5500 Reform Comments

The U.S. Department of Labor (DOL) has announced a two-month extension of the comment period on the Form 5500 Modernization Proposals floated earlier this year.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

IRS Extends Nondiscrimination Relief for Closed DBs

The Internal Revenue Service (IRS) is extending the temporary nondiscrimination relief for closed defined benefit (DB) plans by making that relief available for plan years beginning before 2018, if certain conditions are satisfied.Read more >

Health Care Organizations Moving to Reduce DC Plan Fees

The survey revealed that asset-weighted average expense ratio for health care defined contribution (DC) plans is 0.50%, down from 0.64% in 2013.Read more >

Caregiving Women Make Up for Retirement Savings Gaps

Half of working women who have taken leave to take care of a family member (parent, child, etc.) are worried about the impact their leave will have on their retirement security, according to a LIMRA Secure Retirement Institute study. However, 40% of working women proactively compensated for gaps in their employment because they needed to leave their job to care for a family member.Read more >

White Paper Offers Fiduciary Guidance on TDFs

Beaumont Capital Management (BCM) has released a new white paper which digs into the specific details of the Department of Labor (DOL’s) rules outlining fiduciary responsibility in regard to the management of target-date funds (TDFs).Read more >

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

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