February 16th, 2017

Puzder Reportedly Out As Labor Secretary Nominee A look at the retirement plan run by CKE Restaurants offers some food for thought about why the company’s CEO, Andrew Puzder, backed away from the post of Labor Secretary. Read more > Fiduciary RIAs and Investment Brokers Have Opposing Views on DOL Rule A new Cogent Reports analysis explores the strong difference of opinion about the DOL fiduciary rule visible across different advisory market segments. Read more > 401(k) Participants Move Into Equities in January 2017 For 13 of the 20 trading days in January, participants favored equities over fixed income funds in their trades. Read more > Financial Wellness Should Focus on Building Confidence Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Practice Management: Areas of Success 3 Missing Participant Guidance Released by DOL 4 Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit 5 401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan

Sponsored message from T. Rowe Price Considerations for Selecting a Financial Wellness Provider As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Read more > 2017 Top 100 Retirement Plan Advisers To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Read more > Americans Willing to Make Course Corrections for More Secure Retirement Getting healthier, working longer, and reducing support for adult children were some of the many adjustments Americans said they were willing to make to address their retirement insecurity. Read more > Riskalyze Releases Expanded Product Set The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. Read more >

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