PLANADVISER Weekend Newsdash
Week ending January 27th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! Over the last week our sister publication PLANSPONSOR announced the finalists for the 2017 Plan Sponsor of the Year Awards. As in past years, the judges were truly impressed with the volume and quality of submissions, which covered all types of defined contribution and defined benefit plans. We will soon have profiles to share of all the finalists—leading into our Awards for Excellence dinner in March, where we will announce the winners in each category. Congratulations once again to this year’s finalists and their advisers and service providers!
Editor's choice
2017 PLANSPONSOR Plan Sponsor of the Year Finalists Announced
This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. Read more >
Providing Participants With Access to Financial Education
The 2016 PLANSPONSOR Participant Survey found that Millennials, Generation X and Baby Boomers have different needs and expectations regarding retirement. Not surprisingly, younger employees, who are likely to be battling competing financial priorities, save less than do older employees, who may be trying to catch up on their retirement savings. Read more >
The Rise of Zero Revenue Share Funds
The new fiduciary rule will likely augment their growing popularity. Read more >
Key Elements of Financial Wellness
An analysis of individuals participating in Fidelity’s financial wellness program finds there are definitely some groups with unique needs, and suggests how plan advisers and sponsors can tailor their programs to address those needs. Read more >
MOST POPULAR STORIES
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Advisers can assist plan sponsors with mitigating and preventing claims for benefits and other Employee Retirement Income Security Act claims.
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million

The lawsuit against T. Rowe Price had accused the firm of filling its retirement investment menu with proprietary funds.

Retirement Industry People Moves

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

Judge Dismisses Most Claims in Intel ERISA Lawsuit

The new ruling, filed in favor of the defendants, is just the latest action in what has been a long-running series of complaints and cross motions involving Intel’s retirement plan.

Employees More Concerned About Immediate, Rather Than Future, Financial Needs

However, a survey suggests engagement with financial wellness programs boosts retirement confidence.

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