Week ending April 21st, 2017

Hello, PLANSPONSOR readers! Despite news reports of struggling retirees, this week, the Investment Company Institute found they have adequate income replacement. But, research from Morningstar shows those of us not yet retired need nudges to improve savings. Retirement plan consultants make recommendations for defined contribution (DC) plan investment lineups, while research from Pew reveals defined benefit (DB) plans’ move to alternative investments actually results in more volatility. Also, time is running out for those plan sponsors with individually designed plans who want to adopt a pre-approved plan now that the Internal Revenue Service (IRS) determination letter program has changed. Enjoy your weekend!

Editor's choice

Data and Research

ICI Measures Adequate Income Replacement

Research findings show Social Security benefits and retirement income from employer-sponsored retirement plans, annuities, and IRAs together provide substantial income for U.S. retirees.Read more >

Administration

Participants Must Be ‘Nudged’ Toward Higher Savings Rates

New research by Morningstar suggests plan sponsors may benefit from increasing default savings rates, relying on opt-out auto escalation features, and stretching the employer match.Read more >

Investing

Target-Date Fund Reviews a Top Priority for Plan Sponsors

Consultants responding to a PIMCO survey make recommendations for defined contribution (DC) plan investment lineups.Read more >

Investing

Public Pension Shift to Alternatives Results in More Volatility

Data from Pew does not reveal a best or one-size-fits-all approach to successful investing, but there is a uniform need for full disclosure on investment performance and fees.Read more >

Compliance

DC Plan Sponsors Have Until May 1 to Adopt Pre-Approved Plan

Plan sponsors with individually designed plan documents may want to adopt a pre-approved plan since the end of the IRS determination letter program.Read more >

Share the news with a friend! Pass PLANSPONSOR Weekend along—and tell your friends/associates they can sign up for their own copy.Read more >

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2020 Recordkeeping Survey

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Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and the tax treatment of coronavirus-related hardship withdrawals.

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Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

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

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