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Quarterly Considerations 09/30/2017

Plan Sponsors
401(k) Rothification – With tax reform in the works, there is growing speculation that 401(k)s may be under threat. One idea under consideration is to tax 401(k) contributions upfront, thereby reducing or eliminating pre-tax benefits.
Audit Activity – The Department of Labor plans to increase defined benefit plan audits. Their focus is to ensure terminated vested participants are properly receiving pension benefits.

Nonprofit Organizations
PE Trend – While buyout private equity funds continue to attract near-record capital commitments, mega-funds accounted for nearly half of all capital raised in 2017 (Pitchbook). Mid market funds may be better suited to navigate in such an environment. Ask us for more information on other recent PE trends.

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