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
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.

SECURE Act's House Passage Brings Test of Congressional Mediators

With the passage of the SECURE Act by the House of Representatives, experts tell PLANADVISER they are optimistic that agreement will be reached with the Senate during this Congress, but the many supporters of retirement reform will have to wait and see how compromise might be reached.

Some Expect Senate Action Sooner Than Later on SECURE Act

One retirement industry executive says she believes the Senate could act quite quickly in taking up the SECURE Act, which just passed the House of Representatives with a practically unanimous yea vote.

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.

J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

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

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

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade