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
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.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

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.

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

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

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