PLANSPONSOR Weekend Newsdash
Week ending December 23rd, 2016
The New Year is a time of reflection on what we’ve learned in the past year and what we should focus on going into the new one. News this week included suggestions for areas of review for defined contribution (DC) plans, a reminder of what we’ve learned about how retirement plan litigation has changed, the varied needs of different demographic groups, the growing idea of using HSAs to help save for retirement health care costs and a review of how the fiduciary rule will affect plan sponsors. Also, to consider, the future of retirement education and planning is going digital. Enjoy this edition of PLANSPONSOR Weekend, and have Happy Holidays! PLANSPONSOR Weekend is taking off next week, but will be back in your inbox January 6.
Editor's choice
Compliance
New Trends in ERISA Litigation Appeared in 2016
ERISA lawsuits against retirement plans in 2016 have included new allegations not seen before and have spread to target different types of plans and plan sponsors, and experts predict more of the same in 2017.Read more >
Administration
Retirement Plan Sponsors Should Focus on Different Demographic Groups
Different retirement plan participant demographic groups face various challengeRead more >
Benefits
Utilizing HSAs to Fund a Healthy Retirement
With health care costs reaching record levels by some projections, HSAs can serve as a crucial piece of a holistic retirement-savings strategy.Read more >
Compliance
A Review of How the Fiduciary Rule Could Affect Retirement Plan Sponsors
The fiduciary rule has shaken up the advisory space, but plan sponsors also need to know what’s in the rule and make plans for how it could affect them.Read more >
Administration
Retirement Plan Communications and Planning Going Digital
Employer-sponsored retirement plan providers are increasing digital offerings, but participants may need prompting to use these tools.Read more >
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MOST POPULAR STORIES
DOL Offers Guidance for Locating Missing Participants

Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.

The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
2020 Recordkeeping Survey
What Employers Need to Know About HSAs
Experts share eligibility requirements, tax treatment rules and allowable expenses for health savings accounts.
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.

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

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