PLANADVISER 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
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.

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.

Institutional Plans See Strong Q1 2019 Returns

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

RESA, RSSA, SECURE Act and More Pile Up in Congress

Sources say the SECURE Act could pass the House this month, potentially setting the stage for a reconciliation process that could bring together common elements of multiple pending bills.

Excessive Fee Suit Filed Against Greystar Management

The lawsuit accuses the sponsor of a small 401(k) plan with failing to monitor and correct excessive fees.

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

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

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