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 challenge Read 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
Adidas Sued Over Excessive Fees for 401(k) Participants

Plaintiffs in the lawsuit argue that passive funds would have resulted in better returns net of fees that the actively managed funds offered in the plan.

(b)lines Ask the Experts – Proper Delivery Method for SPDs
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Yale Sued Over Wellness Program ‘Penalty’

The lawsuit says the so-called “incentive” Yale offers for participating in the wellness program are in fact a “penalty” that violates non-participants’ right, and it notes that the Equal Employment Opportunity Commission (EEOC) withdrew the incentive portions of its wellness program rules.

Employees in Two States Miss Out on One HSA Benefit
Is this impacting health savings account (HSA) participation?
Some Help for Women’s Retirement Savings Gap May Be Coming

Some legislative proposals, such as the SECURE Act, may address challenges to retirement income adequacy women face, but there are also things retirement plan sponsors can do.

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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