Important News for Trustees and Administrators

In Currents, Segal summarizes on one page the key developments that trustees and administrators of multiemployer retirement plans need to know.

You can use Currents to keep on top of investment trends, compliance news and more.

Easy to print and pass along, Currents is a perfect resource for trustee meetings and your fund office.

If you’d like a hand interpreting the information, get in touch.

Get the Latest Issue: Second Quarter 2019

The Second Quarter 2019 Currents covers:

  • Plans Relying on Market Returns — As plans mature, they rely more on market returns as contributions become an ever smaller share of total assets. This is just one of many conclusions we reached after reviewing the latest available Form 5500 filings of all 1,200+ multiemployer pension plans.
  • Investment Trends — We consider how confirmation bias affects investment and look at emerging trends in oil prices.
  • Compliance News — Starting on April 1, 2019, the Internal Revenue Service will only accept electronic submissions for the Voluntary Compliance Program. Plus, the Department of Treasury has proposed regulations that address the legislative changes made to the rules governing hardship distributions from 401(k) and 403(b) plans. 

To discuss the implications of this information for your plan, contact us.

Read Previous Issues

Previous issues are available on the Currents Archive page.

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Contact an Expert

Dave Dean

Dave Dean

SVP, Multiemployer Retirement Practice Leader

Tim Barron

Tim Barron

SVP, Chief Investment Officer

Serena Simons

Serena Simons

SVP, National Retirement Compliance Practice Leader