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 >
2021 DC Plan Benchmarking Survey
2022 Retirement Industry Trends to Follow

As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution to help workers and retirees meet their goals.

2021 Recordkeeping Survey
IRS Announces 2022 Retirement Plan Contribution and Benefit Limits

Most defined contribution plan participants can defer up to $20,500 to plans in 2022.

TRIVIAL PURSUITS: Residents of the Island of Misfit Toys
December 17, 2013 ( – Who/what were the residents on the Island of Misfit Toys in “Rudolf the Red-Nosed Reindeer?”

Editorial: Alison Cooke Mintzer


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