PLANADVISER Weekend Newsdash
Week ending February 26th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. In this week’s roundup we examine some critical emerging issues in retirement plan communications and education, leading us to the question, what have you done to ensure plan participants understand the real value and power of their employers’ benefits packages? And on the other hand, how much time have you spent learning what clients' employees want and need from their retirement plans?
Editor's choice
Participants and Plan Sponsors Part Ways on Assessing Readiness
Nearly six in 10 retirement plan sponsors say the majority of their participants are saving enough to retire with the income they will need, according to BlackRock’s DC Pulse Survey. But only 28% of the participants surveyed are confident they are saving enough. Where’s the disconnect?  Read more >
Boosting Participants’ Grasp of Benefits Starts With Better Delivery
The reason employers say understanding of benefits is so low? Most participants do not open or read even the basic explanatory materials, say up to 80% of plan sponsoring organizations. Nearly a third of companies said their participants do not perceive value in their benefits. Read more >
How Reliable Are Common Retirement Planning Tools?
Common retirement questions—Will I be able to retire? Do I have enough to retire? Will I run out of money in retirement?—naturally lead to one overarching question: How do I find the correct answer to these fundamental questions? Read more >
Is Retirement Saving Really Crowded Out by Other Priorities?
LIMRA Secure Retirement Institute found consumers who save for retirement are actually more likely to save for other goals, challenging the notion that retirement savings are often crowded out by other savings priorities or short-term spending.  Read more >
PLANADVISER Micro Plan Survey: Universal Opportunity
Perhaps one of the most telling findings from the 2015 PLANADVISER Micro Plan Survey is the increase in the number of retirement plans that work with an adviser and have $5 million or less in plan assets. Also striking, a very solid 74.2% of advisers say they are currently providing some level of one-on-one participant education.  Read more >
MOST POPULAR STORIES
RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

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