January 22nd, 2016

Supreme Court’s ‘Montanile’ Decision Makes Waves It is essential for plan sponsors to understand how liens work under ERISA—and how a recent Supreme Court decision puts serious time pressures on the collection of equitable relief from participants and beneficiaries.  Read more > DC Plan Stats Show Effect of PPA The 2006 Pension Protection Act and the Department of Labor’s fee disclosure requirements issued in 2011 and 2012 tied as the top-ranking event influencing the management of defined contribution plans, according to Callan’s 2016 Defined Contribution Trends report. Read more > Advisers Boost Retirement Preparedness Among those who work with an adviser, 70% are on track or are even ahead in saving for retirement, compared to 33% of those who are not working with an adviser, according to John Hancock research.  Read more > The Science of Satisfaction Join our live webcast Tuesday, January 26 (2 p.m. EST), to learn what sponsors value most from advisers; how to adopt best practices of successful plan advisers; and when to take action using tools and downloadable templates. Read more > MOST READ ARTICLES 1 Old Dogs, New Tricks: Training for Veteran Advisers Pays Off 2 Op-Ed: Financial and 401(k) Trends to Consider 3 DOL, IRS and PBGC Call for Comments on Form 5500 Revisions 4 Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan 5 Protecting Elderly Clients From Financial Abuse

Sponsored message from T. ROWE PRICE Participant Education Do you want to take participant education from a loss leader to a differentiator for your practice? Find out how using this sales idea from T.RowePrice.  Read more > Some Boomers and Retirees Are Optimistic on Finances More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years. Read more > Health Care Costs Higher for Older, Single Households Singles and couples age 65 and older tend to face sharply different expenses for non-recurring health care services such as home health care, nursing home stays, overnight hospital stays and outpatient surgery, according to research by the Employee Benefit Research Institute. Read more > Many in the Workplace Face Daily Money Worries It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during the work day. Read more > Latest Investment Product and Service Launches Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting. Read more >

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