PLANSPONSOR Weekend Newsdash
Week ending January 22nd, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. It was a short work week for many of us, but that didn’t cut down on the flow of important industry news. Yet another major recordkeeping provider was targeted in a 401(k)-related lawsuit, and the equity markets offered up daily tests of long-term investors' resolve. Below you’ll find our top-clicked articles for the week and other curated content to prepare for whatever comes next.
Editor's choice
Risk Reminders for a Volatile Period
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity. Read more >
DC Plan Stats Show Effect of PPA
The Pension Protection Act turns 10 this year—and it’s been quite a decade. PPA set the stage for wide adoption of automatic features in DC plans and made Roth contributions permanently available for DC plan participants, among other fundamental changes in the DC and DB retirement systems.  Read more >
Supreme Court’s ‘Montanile’ Decision Makes Waves
The U.S. Supreme Court case Montanile v. Board of Trustees of the National Elevator Industry Health Benefit Plan did not gain much attention before reaching the top federal court, but now that the case has been decided, ERISA attorneys are warning of significant potential impacts. Read more >
ICI Wants DOL Study of ‘Retirement Participant Safety’
Joining a chorus of other providers and industry organizations, the Investment Company Institute this week raised a number of issues with the DOL’s support of a state-run retirement system for private sector workers.  Read more >
10 Companies to Receive 2015 PLANADVISER Adviser Choice Awards
PLANADVISER this week announced the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. Read more >
MOST POPULAR STORIES
Hardship Withdrawal Changes Included in Budget Deal

Several provisions of the two-year budget bill affect retirement plans.

2018 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.
Retirement Planning More a Focus for Those Participating in Retirement Plans

An analysis from Pew Charitable Trusts shows a correlation between access to and participation in workplace-based retirement savings programs and more planning and saving.

Robo-Adviser Tech Enthusiasts Report Less Provider Trust

While they are less trusting of their advisers and providers, clients who identify as “online enthusiasts” have increased the amount of market risk they are taking.

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

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

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