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
Getting SECURE Act’s Lifetime Income Provisions Right
Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education is provided.
Getting Ready to Include Part-Time Employees in Retirement Plans
401(k) plan sponsors need to understand all the parts of the new requirement and, for some, the long-term effects on plan administration.
Roth is Not Just a Young Man’s Game

Erica K. Johnson, BOK Financial, discusses why Roth retirement plan contributions may be beneficial to a wider group of employees than previously thought.

Remembering the Basics of Fiduciary Duties
What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to others.
Tips to Reduce Participant Count to Avoid Financial Audit Requirement

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

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

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