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Week ending February 03, 2017
NOTE FROM THE EDITOR
Happy Friday, PLANSPONSOR readers! Well, it’s happened; the Department of Labor (DOL) has been ordered by President Donald Trump to delay the implementation of its fiduciary rule. Industry experts have opined that the rollback of the DOL fiduciary rule will actually put more pressure, not less, on plan sponsors to ensure they are meeting their own required duties. And, there has been much speculation this week about what other Trump priorities will mean for the retirement industry and investing. In other news, we look behind the process of implementing state-run retirement plans for private-sector workers, and report that federal agencies have weighed in on their stance on challenges to plans’ church-plan status. Enjoy this edition of PLANSPONSOR Weekend.
MOST POPULAR STORIES
Benefits
Provisions Lawmakers Are Seeking in Health Reform
The U.S. House of Representatives did not vote on the new health bill as planned Thursday, but a look at why they didn’t and the provisions of the bill show what lawmakers are seeking—some of which would reduce costs and burdens for employers.
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Data and Research
Retiring Later Not a Reliable Retirement Strategy
Luke Vandermillen, from Principal, says everyone makes the assumption that the age at which they retire is their choice, but it may not be.
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Administration
Vanguard Outlines ‘Last Best Chance’ for DB Plan Lump Sums
New mortality tables mandated by the IRS will go into effect in 2018, and PBGC premiums will only go up from here. 
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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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Compliance
401(k) Nondiscrimination Tests Explained
With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.
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EDITOR’S CHOICE
Compliance
Halt of Fiduciary Rule Means More Work for Plan Sponsors
Industry experts have opined that the rollback of the Department of Labor (DOL) fiduciary rule will actually put more pressure, not less, on plan sponsors to ensure they are meeting their own required duties.
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Industry Voices
Barry’s Pickings Online: Welcome to Trump-World
Michael Barry, president of the Plan Advisory Services Group, discusses how certain Trump priorities will affect retirement plans.
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Investing
Retirement Industry Prepares for Trump Policies
Experts weigh in on the lasting effects President Donald Trump’s cabinet—and the Republican-controlled Congress—could have on the retirement plan industry.
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Benefits
Behind the Process of Implementing a State-Run Plan for Private-Sector
A number of states have approved initiatives for state-run plans for private sector employees. Once approved, what is the process to get these plans to implementation, and how long does it take?
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Compliance
Agencies File Brief in Support of Church Plans
In a brief filed in the U.S. Supreme Court, several federal agencies argue that their longstanding interpretation of the definition of church plan reflects the natural reading of the statutory text, and their interpretation warrants deference.
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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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