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January 20, 2017
In This Issue
Promoting a Tax-Conscious Approach to Retirement Saving
IRS Announces Last Day of Remedial Amendment Period for 403(b)s
Provider Communication Rules Scrutinized in DOL Fiduciary FAQ
Pay Gap Means Women Need to Save More for Retirement
myRA a Savings Opportunity for Low-Income Employees
Promoting a Tax-Conscious Approach to Retirement Saving:
Regardless of how tax policy changes under the new administration and Congress, it will remain crucial for retirement investors to consider the impact taxation will have on lifetime wealth. Read more »
IRS Announces Last Day of Remedial Amendment Period for 403(b)s:
When the agency established a pre-approved plan program for 403(b)s, it allowed for a remedial amendment period to retroactively correct plan operational failures. Read more »
Provider Communication Rules Scrutinized in DOL Fiduciary FAQ:
On the high-level question, “Is every communication with a financial adviser about retirement accounts a fiduciary recommendation?,” DOL answers simply, “No.” Read more »
Pay Gap Means Women Need to Save More for Retirement:
The average American woman must save $1.25 for every $1 a man invests in retirement savings to build an equivalent nest egg, a NerdWallet data analysis shows. For every dollar men earn, women in the U.S. make 80 cents on average, according to the latest available data. That wage gap can lead to an even bigger divide down the road when it comes to retirement savings in a 401(k), NerdWallet says. Read more »
myRA a Savings Opportunity for Low-Income Employees:
With low start-up and ongoing contribution amounts, myRA could be an option to kickstart savings for low-income workers. Read more »

EDITORIAL Rebecca Moore | rebecca.moore@strategic-i.com

ADVERTISING Paul Zampitella | paul.zampitella@strategic-i.com

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