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Week ending December 16, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANSPONSOR readers! This week, the ICI challenged the common belief that we are past a “Golden Age” for pensions. Its research found that the share of retirees with private pension income has more than doubled since 1975. The IRS released a required amendment list for qualified plans, and the Segal Group released a calendar tracking vital compliance deadlines for plan sponsors. In addition, new studies reveal investor preferences for plan communication and the issues holding them back from contributing more to their retirement accounts.
EDITOR'S CHOICE
Benefits
Retirement Income From Pensions More Prevalent Over Time
An ICI report found that in 1975, when nearly 90% of private-sector pension plan participants were covered by DB plans, only 21% of retirees received any income from the plans.
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Compliance
IRS Releases Required Amendments List for Qualified Plans
An earlier revenue procedure eliminating the five-year remedial amendment cycle stated that the IRS intended to annually provide a list of required amendments.
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Products
Segal Group Publishes Calendars to Highlight Requirements and Disclosures
Both calendars track vital compliance deadlines for plan sponsors and can be viewed via interactive webpages, apps and PDFs.
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Administration
Improved Retirement Plan Communication Can Boost Confidence
DC plan participants are not very confident about saving enough for retirement, and providers are recognizing ways to boost website and digital communications to address this, a study finds.
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Data and Research
Retirement Savings May Take a Back Seat in 2017
Major anxiety over lack of savings, and other financial obligations may take precedent over retirement savings, a survey suggests.
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MOST POPULAR STORIES
Compliance
Both the DOL and IRS Are Stepping Up Their Audits
Industry experts share red flags and focuses of DOL and IRS scrutiny of retirement plans.
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Deals and People
Retirement Industry People Moves
Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.
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Compliance
Providers Respond to Trump DOL Secretary Pick
The president-elect has nominated CKE Restaurants CEO Andrew Puzder as DOL Secretary. 
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Research
2016 Recordkeeping Survey
The market's growth has manifested itself with more recordkeeping assets concentrated in the 20 largest providers. This trend also highlights the homogenization and commoditization of a growing number of recordkeeper services that were considered added value just ten years ago. Although providers in the 2016 PLANSPONSOR Recordkeeping Survey are ranked according to various criteria, none of the rankings can definitively answer the question of whether bigger recordkeepers are better recordkeepers.
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Products
Fidelity Launches Personal Retirement Score
On a scale of zero to 150, the score lets people know how well prepared they are for retirement.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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