Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
January 10th, 2017
** Editor’s note **
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GOP Lawmakers Introduce Measure to Halt DOL Fiduciary Rule
The legislation aimed at delaying implementation of thousands of pages of DOL fiduciary rule language could fit in a handful of tweets. Read more >
Advisers’ Sales Partners
While the regulation includes a “hire me” concept whereby a person is not considered to provide “investment advice” when he merely markets his own advisory or management services or those of an affiliate, that concept does not apply to third-party sellers that are unaffiliated with the RIA. Read more >
From the Magazine: The Second Take
Only 4.0% re-enrolled participants saving below the default deferral rate, and 8.6% re-enrolled nonparticipating employees. As that data reveals, most sponsors have yet to embrace re-enrollment. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Mixed Ruling in Oracle ERISA Suit Strongly Favors Defense
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
Many Widows, Divorcees Feel Patronized by Financial Advisers
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Sponsored message from T. Rowe Price
DC Advisor Solutions & Tools Center
Visit the DC Advisor Solutions & Tools Center to access Financial Wellness resources.  Read more >
John Hancock Partners with NextCapital on Auto Advice
The firms tell PLANADVISER the new Department of Labor fiduciary rule has accelerated demand for scalable retirement advice that is efficient to deliver but still highly responsive across both the 401(k) and individual retirement account rollover businesses. Read more >
Stadion StoryLine Added to Ameritas Platform
StoryLine, built with SPDR exchange-traded funds, is designed specifically for 401(k) participants in adviser-sold, small-market plans. Read more >
MassMutual Enhances Retirement Readiness Tool
The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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