February 3rd, 2017

Average 401(k) Balance Tops $92K, Fidelity Reports The average balance rose by $4,300 in 2016. Read more > DOL Announces Fiduciary Responsibilities Seminar in Phoenix The Getting It Right – Know Your Fiduciary Responsibilities seminar will be held at University of Arizona – Skysong on February 15. Read more > Going from Passage to Implementation for State-Run Plans One of the first steps state-run plans for private-sector employees that have been passed are taking is issuing RFPs for recordkeepers and investment managers. Read more > John Hancock RPS Leverages Liveoak Digital Platform Liveoak Technologies will provide solutions to streamline onboarding of new corporate customers. Read more > MOST READ ARTICLES 1 ‘Secure Act 2.0’ Likely to Become a Reality 2 RIA Aggregators Aim for Small-Plan Market Expansion 3 10th Circuit Affirms Great-West Fee Suit Dismissal 4 T. Rowe Price CEO Change Reflects Financial Industry Trends 5 Scrutinizing TDFs and Considering Balanced Funds

Sponsored message from OPPENHEIMERFUNDS 2017 Outlook: Why Trump's Election May be a Game-Changer The U.S. election results may prove to be a game-changer for investment prospects in 2017. Read more > Mercer 2017 Social Security and Medicare Guides Available The guides reflect changes to the programs that were effective January 1, 2017. Read more > Advisers’ Sales Partners The new rule makes some of them fiduciaries. Read more >

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