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April 28, 2017

IRS Clarifies Computation of Plan Loans Available to Participants

A memorandum suggests there are two ways an employer can determine the highest outstanding loan balance in the past year when calculating the amount of an additional loan a participant can take from her defined contribution (DC) plan.Read more >


Senators Introduce Bill to Address Retirement Plan Leakage

The legislation would give workers who leave their jobs up until they file their federal taxes to repay loans they’ve taken out of their DC plans, among other things.Read more >

Ask the Experts
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


Best Practices for Participant Communications Analyzed by Study

Plan sponsors are increasingly taking it upon themselves to devise their own communication strategies to engage their participants in financial as well as health wellness, according to the inaugural WorkPlace Exchange (WPE) report from Corporate Insight. The study shows use of the best practices in participant communications reliably increases enrollment, deferral rates and dialogue.Read more >


DOL Asks to Initiate Surveys About Retirement Strategies

The Department of Labor (DOL) has submitted for review by the Office of Management and Budget an information collection request titled, “On the Road to Retirement Surveys.” The agency says gaining additional insight into Americans’ decisionmaking processes and experiences will “provide policymakers and the research community with valuable information that can be used to guide future policy and research.”Read more >


Adviser Access Important to Pre-Retirees

Having a financial adviser certainly benefits people working towards the goal of retirement, the LIMRA Secure Retirement Institute found in a survey. Twenty percent of pre-retirees have not completed any retirement planning activities.Read more >


Break from the Grind: Employees Recount Strange Items of Recognition

Two-thirds (66%) of workers surveyed by staffing firm OfficeTeam said they'd likely leave their job if they didn't feel appreciated. That's up from 51% who responded that way in 2012. Employees polled were asked to recount the strangest form of recognition they've received at work, as well as the best form of recognition.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
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