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Week ending March 24, 2017
NOTE FROM THE EDITOR
Happy Friday, PLANSPONSOR readers! This week was all about retirement confidence, as the Employee Benefit Research Institute (EBRI) released the 27th edition of its Retirement Confidence Survey. The survey found individuals are not taking all the steps they can to prepare for a comfortable retirement. Another survey found having a written plan increases retirement confidence, while other surveys found African Americans and Latinos need help with debt before being financially secure and revealed why Americans aren’t saving more for retirement. In other benefits news, the House of Representatives failed to vote on new health care reform, and a look at the provisions of the bill and why there was no vote shows what lawmakers are seeking. All this and more in this edition of PLANSPONSOR Weekend!
MOST POPULAR STORIES
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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Deals and People
Retirement Industry People Moves
PSCA establishes HSA committee; Hooker & Holcombe expands retirement services; intellicents adds financial planning services for 401(k) participants; and more.
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Administration
DB Plan Providers Still Investing in Innovation
Despite the number of active DB plans dwindling, providers dedicated to the space are still investing in enhancements to their services.
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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
Data and Research
Retirement Confidence Doesn’t Match Planning
Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in retirement, and fewer have taken other steps to prepare.
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Data and Research
A Written Plan Helps With Retirement Confidence
Forty-three percent of investors with a written plan are highly confident they are headed towards a comfortable retirement, compared to 23% of those without a written plan.
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Participants
Addressing Debt Key to Financial Wellness for African Americans, Latinos
While planning for retirement was the overall top concern for employees in 2016, Financial Finesse found the top concern for African Americans and Latinos was getting out of debt.
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Data and Research
Americans Cite Several Reasons for Not Saving More for Retirement
The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found.
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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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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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