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Week ending May 05, 2017
NOTE FROM THE EDITOR
Hello, PLANSPONSOR readers! This week the House voted in favor of President Donald Trump’s health care reform, but a survey finds, no matter what is in the reform, employers plan to keep many provisions to help employees. State- and city-run retirement plans for private-sector workers will lose their exemption from the Employee Retirement Income Security Act (ERISA) if the president signs bills approved by the House and Senate. An ERISA attorney weighs in on how information about judges decisions could help them build their cases for plan sponsors; retirement plans are not out of the woods yet on tax reform; and a reader asks why the Department of Labor’s fiduciary rule would apply to individual retirement accounts (IRAs) but not non-ERISA 403(b) plans. All this and more in this edition of PLANSPONSOR Weekend!
EDITOR'S CHOICE
Benefits
Employers Say They Will Keep Key ACA Provisions
New research from Willis Towers Watson suggests that employers expect to retain some of the Affordable Care Act’s (ACA)’s popular provisions, “even if they are not required to by a new law.”
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Compliance
Senate Joins House In Opposing State-Plans for Private Sector
A resolution passed by the U.S. Senate is the latest step forward in the wider effort to roll back the regulatory safe harbors created by the Obama administration’s Department of Labor (DOL) to exempt from the Employee Retirement Income Security Act (ERISA) state- and city-run retirement plans created for private-sector workers.
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Products
The More Information ERISA Litigators Have, the Better
An ERISA litigator weighs in on whether information from a new analytics tool would be helpful to attorneys and their plan sponsor clients.
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Compliance
Retirement Plans Not Out of the Woods Yet on Tax Reform
Congress is still considering the idea of making defined contribution (DC) deferrals after-tax (Roth) instead of pre-tax.
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Ask the Experts: (b)lines
Why the Fiduciary Rule Applies to IRAs but Not Non-ERISA 403(b)s
“Aren't IRAs exempt from the Employee Retirement Income Security Act (ERISA), and thus any of ERISA's fiduciary provisions? And what about the many 403(b) plans that are also not subject to ERISA? If the fiduciary does not apply to those plans, why would it apply to IRAs?”
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MOST POPULAR STORIES
Investing
Participants Should Brace for Lower Returns
What investment experts are telling investors, young and old, to do in response.
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Benefits
Retirement Plan Recordkeepers Provide 'Low Advice'
More than half of households with $100,000 to $500,000 in investable assets rely on “low advice” providers, a new Cerulli Associates analysis finds. 
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Administration
Boosting Participant Engagement With Tools and Services
There are strategies plan sponsors can adopt to make the most of technology and digital tools, so that participants can boost their retirement readiness.
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Deals and People
Retirement Industry People Moves
Segal Group adds senior consultant; Unified Trust announces digital advice manager; Hueler Income Solutions hires managing director; and more.
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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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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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