PLANADVISER 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
Fidelity Faces a Myriad of Allegations in New ERISA Lawsuit

In addition to self-dealing allegations, the complaint calls out Fidelity for not negotiating revenue sharing refunds for its 401(k) plan participants and not considering stable value options for its plan investment lineup, among other things.

Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.
AARP Launches Social Security Resource Center

The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.

Aggressive Saving Is Simply Essential for Retirement Adequacy

A detailed analysis prepared by Aon suggests the typical worker would have to start saving at age 25 and put away 16% of pay annually—including the employer retirement plan match—to achieve a stable retirement outlook by age 67.

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

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

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