December 30, 2016
DB Plan Sponsors Need to Prepare for Lack of Funding Relief
Funding relief for defined benefit plans is currently scheduled to end in 2020, and plan sponsors could face a spike in contributions.
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IRS Proposes New Mortality Tables for DB Plans
These proposals would also update the requirements a plan sponsor must meet to obtain IRS approval to use mortality tables specific to the plan for minimum funding purposes, instead of the generally applicable mortality tables.
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DOL Offers New Guidance on Proxy Voting by Benefits Plans
The DOL says existing guidance to plan fiduciaries has been out of step with domestic and international trends in investment management, and has potential to dissuade fiduciaries from exercising shareholder rights, including the voting of proxies.
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QBI Releases Secure Client Dashboard
The new platform aims to facilitate clients’ access to data and management.
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MOST READ ARTICLES
1
COMPLIANCE
2018 Contribution and Benefit Limits Announced
2
INVESTING
Advisers More Apt to Use CITs in Client Portfolios
3
CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
4
INVESTING
PANC2017 Improving Plan Design for Retiring Participants
Providing Participants With Access to Financial Education
Employees want help learning to make decisions about money.
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Laser Focus on Clients Pays Off
Advisers who concentrate on their clients’ interfaces have the fastest-growing firms.
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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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