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Week ending November 04, 2016
Hello, PLANSPONSOR readers and happy Friday! This week, we found out that contribution limits are (mainly) staying the same for next year, and got a look at informational copies of this year’s form 5500 from the IRS. We also reported a study suggesting that HDHPs might not be the health care holy grail because many are not working as intended, with a number of participants putting off care and opening up the door for higher costs down the road. Another study highlights the effectiveness of TDFs in helping participants through tough markets and in other news, four fiduciaries have been ordered to restore losses to plan participants after being found to have failed to follow plan document requirements for ESOP termination.
Plan Sponsors Can Help With Retirement Income Strategies
An analysis of defined contribution participant distribution behavior supports the use of “through” target-date funds and the allowance of partial distributions from DC plans.
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Data and Research
TDFs Have Helped Many Ride Out Tough Markets
Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes driven by short-term market volatility or other economic events. 
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Fiduciaries Failed to Follow Plan Document for ESOP Termination
A federal court has ordered the fiduciaries to restore losses to plan participants. 
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Regulators Release Informational Copies of 2016 Form 5500
The IRS says retirement plan sponsors can still skip some compliance questions on the form. 
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Deals and People
Strategic Insight Acquires BrightScope
BrightScope is the leading provider of retirement plan, sales and distribution data. 
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Study Suggests HDHPs Not Working As Intended
HDHP participants are putting off care which could result in greater costs down the road and only 41% say they are better health care consumers.
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Deals and People
Retirement Industry People Moves
ASPPA welcomes new president; John Hancock names Taft-Hartley director; and T. Rowe Price expands mega market sales team.
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Retirement Plan Deferral Limit Unchanged for 2017
Other limits also remained unchanged according to an IRS Notice, but the annual 415 limit increased.
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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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Maximum Benefit and Contributions Limits Table 2017
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Editorial: Alison Cooke Mintzer
Advertising: Paul Zampitella
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