PLANADVISER Weekend Newsdash
Week ending March 18th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. Another week of watching and we still have yet to see the final fiduciary rule language emerge from the Department of Labor. Judging by our top-clicked articles, the industry is waiting with baited breath for a final rule that will likely look a lot like the proposed version published last year. In the meantime, our weekend newsletter will help you catch up on the latest fiduciary rule expectation and speculation. 
Editor's choice
DC Plan Fees Down Another Notch
While retirement plan fee litigation seems to be heating up and up, retirement plan fees actual fell last year, as they have each year since 2010.  Read more >
TDFs Affect Retirement Plan Participant Trading Activity
Overall, 1.52% of participant balances was transferred in 2015—well below the historical average of 2.88%, thanks in large part to the ever-expanding influence of target-date funds. But does less trading overall mean less bad trading?  Read more >
Goldman Sachs Investment Management Acquires Honest Dollar
Writing the next page in the book of industry consolidation and client service technology-based acquisitions, the Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform Honest Dollar, which specializes in the start-up and micro-plan markets. Read more >
In-Person Meetings Best Retirement Plan Participant Motivator
A Lincoln Financial survey found a significant decline in participant engagement and a sharp rise in instinctive decisions in the last year—two trends tempered by the influence of in-person financial advice.  Read more >
Retiring at 75
The class of 2015 faces a retirement age as late as 75—two years later than what the Class of 2013 could expect—because of increasing student loan debt, rising rents and Millennials’ approach to money management, according to analysis by NerdWallet. Read more >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
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.
Progressive Plan Design Features Have Moved Down-Market
These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
ERISA Litigators Reflect on Lessons Learned in 2018
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.
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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