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Republicans Flesh Out Tax Reform 2.0, Taking Aim at Retirement Issues
A trio of bills introduced before the House Ways and Means Committee this week offer the first detailed look at Republican Congressional leaders’ hopes for “Tax Reform 2.0,”...
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the...
Changes Needed to Help Low-Income Workers Boost Retirement Income
A study looks at the hourly wage gap between college and high school graduates, and researchers suggest policy options to boost retirement savings that include financial literacy training,...
Sponsored by PIMCO
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond,...
Sponsored by PIMCO
Lawsuit Filed Challenging Benefit Cuts to Multiemployer Plans
The plaintiffs intend to show that the government’s actions approving benefit cut reductions reflect a constitutional violation for several reasons.
Health Care Costs Remain Retirement Planning Blind Spot
According to a new survey, 76% of employees say they understand the salient features of health savings accounts, or “HSAs,” yet only 12% could correctly identify the common...
Will the More Evenly Divided Senate Tackle HSAs This Year?
“Although budget pressures have put limits on some reforms and the Senate outlook this year is dim, the proposed changes indicate the direction that many Republicans and more...
Operating Under Rules of ERISA Does Not Mean Church Plan Elected to Be ERISA Plan
In a series of private letter rulings, the IRS has determined that plans in question, including a 403(b) plan, are church plans under the definition clarified in a...
District Court Ruling in Multiemployer Pension Withdrawal Case Okays Use of Segal Blend
The case arose from Manhattan Ford’s withdrawal from the UAW Local 259 Pension Fund, and an arbitrator’s calculation of about $2.55 million in withdrawal liability for the employer....
PBGC Aligns Disaster Relief Directly With IRS Announcements
Rather than issuing stand-alone announcements each time IRS grants disaster relief, PBGC is streamlining the process by issuing a permanent announcement regarding its own disaster relief that comes...
Retirement Taxes Can Derail DC Plan Participants’ Progress
“There are strategies of rolling some amount of traditional 401(k) dollars over into a Roth IRA that are potentially advantageous, especially if you have a couple of years...
Pension Plans Need Help Crafting and Executing De-Risking Strategies
By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...
Accelerating DB Funding an Important Strategy to Discuss
Tax reform has only increased the incentive to accelerate contributions to defined benefit plans, and there will still be incentives in the future, but plan sponsors won't benefit...
IRI Issues Retirement Security Blueprint
The detailed report is aimed at expanding opportunities to save and increasing access to lifetime income products, among other efforts.
Prepare DB Clients for Lower Equity Returns
Mercer suggests key priorities for DB plan sponsors for 2018.
Investor Type Sways Median Fee, Use of Active Management
Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.
Retirement Industry People Moves
Lincoln hires sales manager for intermediate retirement plan market services; Janney announces changes to Taxable Fixed Income Group; EPIC collaborates with Qualified Plan Advisors to expand services; and...
Some Benefit Limits for Puerto Rico Plans Are Different From U.S. Plans
Different limits and rules for retirement plans qualified in Puerto Rico may cause some operational issues for plan sponsors.