Retirement Plan Solutions - Spring 2017

Posted on in category Newsletter

Principal’s Letter

Dear Colleague:

According to the Employee Benefit Retirement Institute’s 2017 Retirement Confidence Survey, many workers surveyed reported that they felt “mentally or emotionally stressed” about preparing for retirement. For this issue we spoke with Yannis Koumantaros, Managing Director at ABG member firm, Spectrum Pension Consultants, Inc. who provided us with five timely strategies plan sponsors can implement to help increase retirement readiness for plan participants.

The first 100 days is an important timeframe when implementing a new retirement plan. We take a look at the first 100 days from both a plan sponsor and plan participant perspective, reviewing the initial steps that can be taken to maximize the long-term benefits. In addition, as we move forward this year under the new administration, we explore how the Fiduciary Rule and Best Interest Contract Exemption may be affected. We also take a look at the impact of potential tax cuts on the retirement planning industry.

Lastly, we update you on the latest ABG news then discuss important compliance deadlines in Tax Talk. We hope you find this issue informative. As always, your ABG representative is available to answer any questions you may have.


Dennis Davis
Dennis Davis, SPHR, CEBS, QKA, QPA, CPC
ABG Southwest