PLANADVISER Weekend Newsdash
Week ending January 13th, 2017
NOTE FROM THE EDITOR
In addition to our daily news coverage published online and our bimonthly print edition, PLANADVISER regularly releases original research examining various aspects of the retirement specialist advice market. Collected below is a list of our most recent research reports, including the Practice Benchmarking Survey, the DCIO Survey, the Recordkeeper Services Guide and the Retirement Plan Adviser Survey. Each report is designed to provide actionable insight and a deeper understanding of the retirement advisory business. 
Editor's choice
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. Although the industry often talks about moving away from focusing on just the “three Fs”—funds, fees and fiduciaries—two of those still lead many conversations. Read more >
PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER Defined Contribution Investment Only Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion (0.4%) to end the year with a total of $3.1 trillion in assets. Read more >
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker—working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs. Read more >
PLANADVISER Retirement Plan Adviser Survey
Although educating participants and helping plan sponsors craft the best possible plan design for their company may be two of the most important functions of a retirement plan adviser, aiding sponsors in their selection of investment options, not to mention the most appropriate recordkeeper for their plan, certainly are two other critical functions.  Read more >
MOST POPULAR STORIES
Many Retirees Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

SECURE Act's House Passage Brings Test of Congressional Mediators

With the passage of the SECURE Act by the House of Representatives, experts tell PLANADVISER they are optimistic that agreement will be reached with the Senate during this Congress, but the many supporters of retirement reform will have to wait and see how compromise might be reached.

Some Expect Senate Action Sooner Than Later on SECURE Act

One retirement industry executive says she believes the Senate could act quite quickly in taking up the SECURE Act, which just passed the House of Representatives with a practically unanimous yea vote.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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