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 >
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An individual's investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well.
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Lessons learned from district and appellate court decisions filed this year can help plan sponsor clients better protect their plans and fiduciary staff; 2018 also brought new trends in regulatory audits and investigations of advisers.
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These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
MetLife Pension Calculations Questioned in ERISA Complaint

The complaint suggests MetLife is failing to meet its obligations to ensure different annuity options offered to pension plan participants are actuarially equivalent default benefit, as required under ERISA.

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

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

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