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August 08, 2017

Sponsors Must Actively Manage the Aging Workforce

A new report penned by Catherin Collinson, CEO and president of Transamerica Institute and its Transamerica Center for Retirement Studies, offers data showing 72% of employers agree with the statement, “Many employees at my company expect to work past age 65 or do not plan to retire.” While four out of five employers say they support employees working past age 65, they also understand that an aging workforce has its drawbacks.Read more >


Helping Retirement Plan Participants Get the Full Company Match

An analysis from Fidelity Investments shows more than one in five employees (21%) do not contribute enough to their 401(k) to take full advantage of their company’s matching contributions. Best-in-class plan design in addition to financial wellness programs can get retirement plan participants to maximize their savings opportunity.Read more >

Ask the Experts
Why Delay Form 5500 Filing?

“I am fairly new to the employee benefits field, but was shocked to find that our employer, a private university, delays its 403(b) retirement plan Form 5500 filing until the last possible moment (October 15, since our calendar year is a plan year). Do the Experts have any thoughts as to best practice?”Read more >

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.


DOL Fiduciary Rule FAQ Further Clarifies Compliance Demands

The U.S. Department of Labor (DOL) released a second frequently asked questions document explaining how advisers and plan providers can maintain compliance during the fiduciary rule’s lengthy implementation process.Read more >


Providers Voice Concern About Fiduciary Rule Product Disruption

The second of the Department of Labor’s aggressive deadlines for submitting responses to a crucial request for information (RFI) process regarding a possible additional delay or full-scale repeal of the fiduciary rule expansion has arrived. For the most part, many providers seem to remain steadfast in opposition to the fiduciary rule. But the comments also make clear not all providers are fretting the accelerating fiduciary expansion.Read more >


David L. Musto to Lead Ascensus

David Musto has been named the next president of Ascensus. Musto comes to Ascensus from Great-West Investments, where he served as president.Read more >


FIS Partners with CUNA Mutual

FIS announced a new contract to provide recordkeeping, data processing and operational processing for plans working with CUNA Mutual Retirement Solutions.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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