PLANSPONSOR Weekend Newsdash
Week ending December 7th, 2018
Happy Friday, PLANSPONSOR readers! This week, we’re highlighting plan design and administration. The IRS has recently issued Notice 2018-91, including the Required Amendments (RA) list for 2018, for individually designed plans looking to uphold qualified plan status. The notice requires these plan sponsors to adopt any new item placed on the list by the end of the second calendar year in 2019. Next, we dive into how employers of small defined contribution (DC) plans can add similar plan design strategies compared to larger companies, and Willis Towers Watson outlines 10 action items catered to defined benefit (DB) plan sponsors for the new year. Additionally, Jana Steele of Callan makes an argument on why auto-portability is the new modern plan design, and we take a look at how certain plan design options can negatively impact participant outcomes. Have a great weekend! 
Editor's choice
No Entries in 2018 Required Amendments List
In general, the Required Amendments List includes statutory and administrative changes in qualification requirements for individually designed retirement plans that are first effective during the plan year in which the list is published.Read more >
Small Plans Can See Big Results
Sponsors of small DC plans are adopting creative strategies similar to larger plansRead more >
2019 Planning for DB Plan Sponsors
Willis Towers Watson offers 10 investment actions for DB plans in 2019.Read more >
Stakeholders Say Auto-Portability Complements Modern Plan Design
Jana Steele, senior vice president and researcher for Callan, says auto-portability is the next natural extension of highly successful plan design innovations from the past decade.Read more >
Some Plan Design Choices Could Undermine Participant Outcomes
Setting defaults too low, choosing the wrong default investment and offering company stock as an investment option could result in unintended consequences, BlackRock found.Read more >
2020 Recordkeeping Survey
The NQDC Market

Data on number of plans, participants and liabilities by nonqualified plan type, and a listing of the largest providers of section 409A plans and section 457 plans.

How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
CARES Act Considerations: CRDs, RMDs, Taxes and More

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.

2020 Best in Class DC Providers

Editorial: Alison Cooke Mintzer


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