PLANSPONSOR Weekend Newsdash
Week ending May 27th, 2016
Happy holiday weekend, PLANSPONSOR readers! This week saw a new wave of retirement plan excessive fee suits, with one targeting advice and brokerage account offerings and one filed against a small 114-participant plan. New research revealed ways to target each generation’s needs in financial wellness programs and times to ‘nudge’ employees to save for retirement. And, retirees share retirement saving advice with younger workers. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Compliance
New Excessive Fee Suit Targets Advice, SDBAs
A lawsuit accuses Fidelity of receiving “kickbacks” from Financial Engines and leading retirement plan participants that use its SDBA option to purchase higher-priced investments.Read more >
Data and Research
New Concept of Retirement Needs New Solutions
Workers have ideas for new flexible retirements, and employers and governments can offer solutions.Read more >
Data and Research
Habitual Savings Critical for Retirement Readiness Success
Research reveals times to ‘nudge’ employees into saving for retirement and ways to make it easy for them to do so.Read more >
Data and Research
Retirees Have Advice for Younger Workers
Roughly three in five recommend those younger than them start saving earlier in their career (63%) or save more throughout their career (57%).Read more >
Data and Research
Participants Would Like Sponsors to be More Hands-On
Many would welcome automatic enrollment and automatic increases.Read more >
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2020 Recordkeeping Survey
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.

Settlement Reached in Insperity 401(k) Excessive Fee, Self-Dealing Suit

Among other things, the lawsuit accused Reliance Trust Co. of selecting funds for the plan that would benefit itself.

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

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