PLANSPONSOR Weekend Newsdash
Week ending February 12th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. We are proud to present below the 2016 PLANSPONSOR Retirement Plan Adviser of the Year finalists, divided this year into four categories according to team size: individual, small team, large team and mega team. Our judges have picked out a top flight of advisers that represent the best service to plan sponsors and their participants. We’ll have much more information in the coming days and weeks about our finalists—and eventual winners—so stay tuned.
Editor's choice
2016 Individual Finalists
Individual advisers submit information just for themselves, sometimes within a larger practice. Follow the link to see the 2016 Retirement Plan Adviser of the Year individual finalists. Read more >
2016 Small Team Finalists
A small team is a practice with 10 people or less (including advisers and support staff). Click through for the 2016 Retirement Plan Adviser of the Year small team finalists. Read more >
2016 Large Team Finalists
A large team is a practice with between 11 and 25 people (including advisers and support staff). Here are the 2016 Retirement Plan Adviser of the Year large team finalists. Read more >
2016 Mega Team Finalists
A mega team has more than 25 people (including advisers and support staff). Follow the link for the 2016 Retirement Plan Adviser of the Year mega team finalists. Read more >
MOST POPULAR STORIES
Plan Sponsor Challenged in a Lawsuit for Using Untested Hewitt Funds

The plaintiffs say that since these experimental funds were added to the plan in 2013, they have consistently underperformed their benchmarks, and have underperformed the funds they replaced by tens of millions of dollars.

University of Rochester Called Out for Excessive Fees Paid to TIAA

The lawsuit claims the university failed to adequately benchmark fees, negotiate for better fees, or reveal true fees participants were paying.

Americans Unfamiliar With 529 Plans

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

Employees Have Other Financial Issues That Get in the Way of Retirement Readiness

A PwC survey finds employees are struggling with debt and supporting adult children and aging parents, but also are not investing in their retirement plans properly or using health savings accounts (HSAs) to save for retirement health care costs.

Multiemployer Pension Funding a Big Challenge for PBGC, Wider Economy

Multiemployer pension plan insolvencies will obviously be harmful to the participants and beneficiaries of the plans in question, but the loss of the significant economic momentum provided by retirees spending their pension plan assets could also harm the wider economy. 

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

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

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