PLANSPONSOR Weekend Newsdash
Week ending March 25th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! This weekend’s mailing offers tips and insights on building confidence and success among women working in the advisory profession, as well as the opportunities tax season presents for magnifying the impact of advice on concerned clients.  We also highlight the latest research on TDF providers and how the aging U.S. and global populations will drive investing opportunities in health care, real estate and technology. 
Editor's choice
Confidence Key to Advancing Female Advisers' Careers
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfilment in a career. Read more >
Tax Season Gives Advice Extra Power
Nearly half of U.S. investors take advantage of tax season to address their broader wealth and financial situation, according to a recent Charles Schwab survey of more than 1,000 investors. Read more >
Providers of TDF Products Limited
More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found. Read more >
Aging Population Will Create Opportunities for Institutional Investors
Research from PGIM suggests aging populations worldwide will create compelling investment opportunities across real estate, health care, and technology. Read more >
Tell the IRS What to Do Next
The Department of Treasury and Internal Revenue Service are inviting public comment for recommendations of items that should be included in the 2016-2017 Priority Guidance Plan. Read more >
MOST POPULAR STORIES
Why Are Retirees Spending Down So Slowly?

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers and sponsors.

Determining Health Cost Needs in Retirement Is Complex

Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.

Paychex Revamps Advisor Console

With a focus on accessibility and ease of use, Advisor Console’s new features and functionality allow financial professionals to be more efficient when serving their clients’ plans and investments.  

Home Depot 401(k) Plan Latest Targeted with ERISA Fiduciary Breach Lawsuit

Plaintiffs include in their complaint a substantial amount of backward-looking fund performance data to underpin their failure to monitor claims, comparing the Home Depot offerings to others that could have been purchased.

401(k) Plan Participants Challenge Principal's Management of TDFs

The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.

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

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

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