PLANSPONSOR Weekend Newsdash
Week ending September 1st, 2017
Hello, PLANSPONSOR readers! This week’s newsletter is focused on Plan Design and Administration. Speakers for a Mercer-hosted webcast offered tips for creating a better open enrollment experience. The Internal Revenue Service (IRS) provided model amendments for defined benefit (DB) plans that want to offer partial annuity distributions. Sources discussed handling fiduciary mishaps and also considerations for DB plan funding decisions. And, we continue our series of articles discussing industry groups that are working to protect plan sponsors from onerous burdens and help them with plan design. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Benefits
Creating a Better Open Enrollment Experience
Leaders from Mercer discuss strategies to enhance the open enrollment season for both employers and employees.Read more >
Compliance
IRS Issues Amendments for Bifurcated DB Distribution
The amendment suggests language a defined benefit sponsor might want to use.Read more >
Compliance
Combating Common and Unfamiliar Fiduciary Mishaps
Two fiduciary compliance experts highlight the mistakes plan sponsors are making that can land them in hot water under the Employee Retirement Income Security Act (ERISA)—some common and others more obscure.Read more >
Administration
Consider Corporate Financials When Making DB Funding Decisions
DB plan sponsors making additional cash contributions to fund their plans should consider locking in those funding gains to reduce the amount of operating cash they allocate to their plans in the future.Read more >
Deals and People
Who’s Working for You?: The SPARK Institute
In a series of articles, PLANSPONSOR is focusing on industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with plan design. In this article we focus on The SPARK Institute.Read more >
MOST POPULAR STORIES
DOL Offers Guidance for Locating Missing Participants

Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.

2020 Recordkeeping Survey
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.
Marty Walsh Will Be Nominated as Secretary of Labor

Apart from potentially reversing course on fiduciary rule-related regulations, there are many other areas where sources suggest the next DOL Secretary could drive significant changes.

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

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