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
J.P. Morgan Agrees to Settle Stable Value Funds Suit

The firm has agreed to pay $75 million to settle litigation brought by multiple retirement plan participants alleging J.P. Morgan invested its stable value funds in risky assets.

SECURE Act Passes House, Bringing Calls for Senate Collaboration

Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for the retirement industry, but it’s not the end of the story.

Individuals, Employers and Government All Play a Part in Retirement Readiness

A new research report and Catherine Collinson, with Transamerica Center for Retirement Studies, lay out steps all three can take to improve retirement confidence and readiness in America.

Participant Loans: A Fiduciary Storm Brewing?
Bruce Ashton, with Drinker Biddle & Reath, discusses the fiduciary risk defined contribution (DC) plan sponsors could face when participants default on plan loans.
What to Know About Financial Audits Filed with Form 5500s
Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information and how to pick the best auditor.

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

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

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