Week ending November 11th, 2016

Editor's choice

Administration

Robo-Advisers Create Challenges for Plan Fiduciaries

Plan sponsors must carefully vet robo-adviser offerings to participants. Read more >

Compliance

IRS Answers Questions About 403(b) Universal Availability Rules

Internal Revenue Service (IRS) agents discussed student exclusions, the less-than-20-hours-per-week exclusion, eligibility for employer contributions and the once-in-always-in rule. Read more >

Compliance

Fee Arrangement Between Providers Questioned in ERISA Suit

Participants in three Ford Motor Company retirement plans suggest their adviser and recordkeeper are permitting excessive fees to be charged to participant accounts.Read more >

Industry Voices

Barry’s Pickings Online – Post-Election Thoughts

Will the Trump administration repeal the DOL’s fiduciary rule, and is comprehensive tax reform possible? Read more >

Products

ForUsAll Offers Safe Harbor 401(k) Resource Center

A “Safe Harbor 101” handbook explains when a safe harbor 401(k) is needed and how they function. Read more >

Share the good news with a friend! Pass the NewsDash along—and tell your friends/associates they can sign up for their own copy. Read more >

MOST POPULAR STORIES

What Participants Want From Employers’ Retirement Plan Websites

A recent study found 81% of participants have logged into their accounts, with most signing in to check account balances or review investment options.

2021 Recordkeeping Survey

DOL’s Next Moves

What’s in store for the rest of the year?

Allowing for After-Tax Contributions in a 401(a) Plan

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Retirement Industry People Moves

Northern Trust announces hiring of new CIO; Morgan Stanley partners with Empower; and IRIC appoints executive director.

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

Advertising: advertise@strategic-i.com

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