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 >
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TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit

The detailed ruling comes after Schwab defendants moved to dismiss in part the plaintiff’s second amended complaint. 

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

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

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