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Week ending March 31, 2017
NOTE FROM THE EDITOR
Happy Friday, PLANSPONSOR readers! A big thanks to all who attended our Awards for Excellence Dinner last night; it was a great event! At the event, we finally announced the winners of our 2017 Plan Sponsor of the Year awards. In this week’s news, the Supreme Court heard arguments in three cases challenging a pension plan’s ‘church plan’ status; the fate of government-run retirement plans for private-sector workers is in flux, now that both the House and Senate have approved resolutions to pull back Department of Labor (DOL) rules about them; and the fiduciary rule delay is under final consideration. Also, experts share suggestions for encouraging participants to use health savings accounts (HSAs). All this and more in this edition of PLANSPONSOR Weekend!
MOST POPULAR STORIES
Compliance
Taxation of Retirement Accounts Is On the Table
One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely as a part of tax reform. 
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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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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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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
Awards
Find Out the Winners of Our Retirement Plan Sponsor of the Year Awards
The winners of the 2017 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate.
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Compliance
High Court Hears Oral Arguments in Church Plan Cases
The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of ERISA and whether deference should be given to Internal Revenue Service (IRS) letters granting church plan status to entities’ plans.
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Compliance
Senate Votes to Overturn DOL Rules on Government-Run Retirement Plans
The Senate has voted to overturn Department of Labor (DOL) rules that help state and local governments set up retirement savings plans for private-sector workers who have no access to such plans, according to news reports.
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Compliance
Fiduciary Rule Delay Under Final Review
Experts warn that plan sponsors may face their own set of challenges if and when the DOL fiduciary rule is overturned by the new administration.
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Benefits
How to Encourage HSA Use
More and more, employers and retirement plan providers are touting HSAs as a way to save for health care costs in retirement, but what is impeding employees from using them more?
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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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