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Week ending March 03, 2017
NOTE FROM THE EDITOR
Happy Friday, PLANSPONSOR readers! The big news this week is we announced our 2017 Service Stars award winners. We also learned that many participants have an incorrect view of their retirement readiness, and they are not prepared for the expected lower-return environment. The Pension Benefit Guaranty Corporation (PBGC) Director again warned of the failing of the agency’s multiemployer program, and speakers for a webinar provided suggestions for making wellness programs more personal. All this and more in this edition of PLANSPONSOR Weekend. Thanks for reading!
MOST POPULAR STORIES
Compliance
Trump Administration Hits Hurdle In Fiduciary Fight
While a new OMB determination seemingly makes it more burdensome for the Trump administration to unravel the DOL fiduciary rulemaking, there is some disagreement as to what this will actually mean. 
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Compliance
What the IRS Will Look for When Reviewing Hardship Distributions
IRS examiners will determine if appropriate source documents were obtained to substantiate that hardships were made due to an immediate and heavy financial need.
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Deals and People
PLANSPONSOR Announces 2017 Best in Class 401(k) Plans
Plans were rated by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes.
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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
Deals and People
2017 PLANSPONSOR Service Stars Recognize Account Rep Excellence
PLANSPONSOR is pleased to announce the 2017 winners of its Service Star award program, recognizing retirement plan account reps and relationship managers who have, based on descriptions provided by plan sponsor clients, demonstrated exemplary service over the past year.
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Compliance
Benefit Cuts Could Hit More Than One Million Multiemployer Plan Members
PBGC Director Tom Reeder warned of this in an announcement that the agency is providing assistance to yet another multiemployer plan.
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Participants
Plan Sponsors, Participants Not Prepared for Lower Returns
Forecasts suggest that stock and bond returns could be half that of recent decades, yet, 66% of workers believe that over the next decade, returns on their savings will continue to be in line with what they have experienced in the past, a BlackRock survey found.
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Data and Research
More Than Four in Ten Households Wrong About Retirement Readiness
Nineteen percent of households who are at risk for being financially unprepared in retirement feel they are not at risk, while 24% of households who are not at risk, feel they are at risk, according to research from the Center for Retirement Research at Boston College. Researchers suggest more education could help.
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Benefits
Evolving Your Health Wellness Program
Speakers for a webinar provided ideas for making wellness programs more personal for employees.
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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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