PLANSPONSOR Weekend Newsdash
Week ending July 7th, 2017
Good afternoon, PLANSPONSOR readers! We are pleased to bring you our new PLANSPONSOR Weekend newsletter format. Each week we will continue to bring you the most popular articles of the week, but now our curated content will be themed. The first Friday of the month will be Plan Design & Administration; second Friday, Financial Wellness & Participant Education ; the third Friday of each month we will bring you articles focused on Health Care and Other Benefits; and the fourth Friday will be focused on Defined Benefit Plans. Five Fridays in a month happen only quarterly, but that week our topic will be Investing. We hope you enjoy this new format and know you will find it helpful and informative. Happy reading!
Focus on Plan Design & Administration
Administration
Analysis Finds DC Plan Health Improving
By using some best practices, plan sponsors have moved the needle toward more plan participants taking action to reach an 80% income replacement goal, Wells Fargo data shows.Read more >
Data and Research
Employers Disagree With Potential Pre-Tax Contribution Decrease
A new survey from the Plan Sponsor Council of America (PSCA) highlights the large percentage of plan sponsors not in favor of potential modifications regarding tax treatment of retirement savings plans.Read more >
Data and Research
More Plan Sponsors Permitting Roth Conversions
The idea seems to be to help employees establish better tax-diversity in their retirement holdings—as well as more controlled and rational ways of spending down their collected wealth once their working life ends, SHRM says.Read more >
Compliance
IRS Changes Pre-Approved Plan Opinion Letter Program
The IRS says it is modifying its historic approach to pre-approved plans in order to encourage employers that currently maintain individually designed plans to convert to the pre-approved format.Read more >
Compliance
IRS Issues 2017 Cumulative List of Pre-Approved Plan Requirements
The 2017 cumulative list includes provisions for Roth conversions, using lifetime income products in target-date funds (TDFs) and the use of qualified longevity annuity contracts (QLACs), among other things.Read more >
MOST POPULAR STORIES
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee

A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered by the full House of Representatives.

2020 Recordkeeping Survey
Forces Come Together to Make PRTs More Attractive

Increased funded status for DB plans and rising interest rates make now a good time for plan sponsors to consider implementing pension risk transfer transactions.

Building Inclusivity Into Employee Benefits

While it’s a crucial step, experts say promoting an inclusive workplace entails more than offering benefits to different employee demographics. 

DC Plan Participants Need More Than Jargon

The way people view and define retirement has undergone a significant philosophical change in recent years, creating a clear and present need to update the defined contribution plan lexicon.

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

Advertising: advertise@strategic-i.com

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