April 4th, 2017

Jackson National Target of DC Plan Self-Dealing Suit The lawsuit says disclosures show the proprietary funds used in the DC plan lineup were far more expensive than comparable funds and underperformed their benchmarks. Read more > Few Boomers Believe Savings Will Last Throughout Retirement Working with a financial adviser increases confidence, an IRI survey found. Read more > Addressing the Retirement Savings Struggles of Women Plan design and other strategies can help women catch up to the retirement savings of men. Read more > Lincoln Underscores the Value of Lifetime Income The insurer will also be hosting two webinars this week on managing risk in retirement. Read more > MOST READ ARTICLES 1 DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans 2 Advisers Get Long-Awaited Clarity on ESG in Retirement Plans 3 AARP Finds Major Gap Between Retirement Goals and Preparedness 4 Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers 5 A Reminder to Avoid Fraudulent Hardship Withdrawals

Majority of People Not Confident in Investment Decisions Nearly one-third have no interest in financial education. Read more > 2017 PLANSONSOR Retirement Plan Advisers of the Year The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >

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