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 >

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