PLANSPONSOR Weekend Newsdash
Week ending July 6th, 2018

Designing a retirement plan that produces optimal retirement outcomes for participants is no easy task. Defined contribution (DC) retirement plan sponsors have to consider the right plan features and investment options, among other things. Fortunately, they have access to a greater amount of data than previously about their plan participants, which can help them with retirement plan design and communications. In addition, plan sponsors can learn from their peers’ successes and get help from plan adviser and provider experiences and insights. This edition of PLANSPONSOR Weekend focuses on plan design and administration.

Editor's choice
Administration
Making Sense of Big Data
Retirement plan sponsors have access to a plethora of data that can help them in making plan design and participant education decisions. Read more >
Administration
Planning for Post-Employment
Terry Dunne, senior vice president and managing director of Retirement Services at Millennium Trust Company, says when plan sponsors spend so much time and energy trying to create a retirement plan, they should not just focus on the specific period of time when someone works, but also for when someone retires. Read more >
Investing
The Case for Using an Institutional Approach for DC Plan Investments
An institutional investment approach uses outcome-oriented investments, broad asset class diversification, best-of-breed investment management, a thoughtful mix of active and passive strategies and are vehicle agnostic, a report notes. Read more >
Investing
Investment Lineup Construction and Design
There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan’s participants. Read more >
Compliance
Fiduciary Responsibilities for DC Plan Loans
The Department of Labor (DOL) views them as plan investments. Read more >
Administration
2018 PLANSPONSOR National Conference Coverage
A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference. Read more >
MOST POPULAR STORIES
(b)lines Ask the Experts – Must Plans Adopt Budget Act New Hardship Withdrawal Rules?
“I am aware from a prior Ask the Experts column that the Bipartisan Budget Act of 2018 made some changes to the hardship distribution rules?
Retirement Industry People Moves

Industry expert replaces BPAS SVP of Fiduciary Services; USI Consulting employs VP of Retirement Services; Cafaro Greenleaf announces addition of investment analyst; and more.

House Committee Contemplates Bill That Would Reduce Employer Health Benefit Costs

Also being considered is legislation for expanding benefits of HSAs.

HSA Amendment Bills Moved to U.S. House

Among the bills approved by the House Ways and Means Committee is one that would qualify significantly more health treatments, services and over-the-counter drugs for HSA spending.

District Court Upholds Use of Segal Blend to Calculate Multiemployer Pension Liability

Commenting on the decision, Segal Consulting says it is “consistent with every other decision handed down in similar cases except for one,” the Southern District of New York Court’s decision in The New York Times Company v. Newspaper and Mail Deliverers’-Publishers’ Pension Fund, which is being appealed.

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

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

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