Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 19th, 2018

Nominations for Plan Adviser of the Year Close Today!

Do you have a great retirement plan adviser? Would you like to see your adviser or adviser team recognized as the best in the business? Make your nomination today!Read more >
Compliance
SEC Commissioner Calls for Simpler Ways to Compare Investments
Commissioner Stein also encouraged the SEC to implement “mandatory periodic disclosures about the value of investors’ 401(k) accounts to show how much income will likely be generated in retirement.”Read more >
DOL’s Open MEP Proposal Advances Through OMB
If the Department of Labor’s (DOL)’s proposal closely follows President Trump’s executive orders, it is likely to revise the “common nexus” and “one bad apple” rules that have held back open multiple employer plans (MEPs).Read more >
PBGC Asks That More Information Be Added to Reportable Events Filings
The Pension Benefit Guaranty Corporation (PBGC) is proposing in a renewal request that all reportable events filings include controlled group information, company financial statements, and the plan’s actuarial valuation report.Read more >
Products, Deals and People
Merrill Lynch Increases Personalization of Education Offerings
Its Education Center now covers seven life priorities; it has bundled its educational resources by topics; and when participants meet with financial wellness specialists, they are given a personal consultation action checklist.Read more >
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