PLANSPONSOR Weekend Newsdash
Week ending January 4th, 2019
For 2019, we are switching up the themes of our weekend newsletters. In this edition, you will find compliance issues of interest, including some review of what happened in 2018 and items to help you with new developments in 2019. We hope you enjoy this edition of PLANSPONSOR Weekend, and we wish you a Happy New Year!
Editor's choice
Compliance
Maximum Benefit and Contribution Limits Table 2019
Maximum Benefit/Contribution Limits for 2009 through 2019.Read more >
Compliance
Changes to ERISA Plan Annual Financial Audits Approved
Proposed in April 2017, the Statement on Auditing Standards addresses the auditor’s responsibilities to form an opinion and report on the financial statements of Employee Retirement Income Security Act (ERISA) plans, and the form and content of such reporting.Read more >
Compliance
A Year of Legislative and Regulatory Insight
“Saxon Angle” from PLANSPONSOR magazine touches on timely issues of the day.Read more >
Industry Voices
Barry’s Pickings Online: Trump DOL Mid-Term Report Card
Michael Barry, president of October Three (O3) Plan Advisory Services LLC, offers his opinions about retirement plan issues addressed—and not addressed—by the Department of Labor under President Donald Trump.Read more >
Compliance
IRS Provides Do-Over for 403(b) Plans Not Following Once-In-Always-In Condition
Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is eligible to make elective deferrals, he cannot be excluded from the plan in subsequent years.Read more >
Compliance
EEOC Removes Incentive Sections of Wellness Program Rules
The action is in response to a federal court decision vacating the incentive portions of the rules.Read more >
MOST POPULAR STORIES
Not Having a Retirement Drawdown Strategy Can Affect Retirement Security

A survey finds a majority of retirees are using RMDs for ‘guidance’ about how to spend down their assets, but experts say this doesn’t support spending trends in retirement and doesn’t make the best use of their savings.

DuPont Plan Participants Claim Arbitrary Interpretation Reduced Their Pension Benefits

The complaint says Corteva Inc.’s ‘sleight of hand’ when determining when to label employees that were part of a spinoff as ‘terminated’ allowed it to deny promised benefits.

2021 Recordkeeping Survey
Defined Benefit vs. Defined Contribution: Understanding the Costs of Each
There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC plan fees could be a game-changer.
Considering the Arguments for and Against Actively Managed Funds in DC Plans

The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

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

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