Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
April 13th, 2016
Latest on the DOL Fiduciary Rule
PLANADVISER has already heard from a wide swath of industry experts and analysts on the Department of Labor’s new fiduciary rule. Find our ongoing coverage here. Read more >
Court Denies Motions to Dismiss in Fidelity, Putnam Fee Cases
U.S. District Judge William Young of the U.S. District Court for the District of Massachusetts has denied motions to dismiss excessive fee lawsuits against Fidelity Management Trust and Putnam Investments. Read more >
Many Americans Overestimate Safe Retirement Withdrawal Rate
A study reveals that 77% of Americans older than 40 do not know how much of their retirement savings they can safely spend each year without running the risk of outliving their assets.  Read more >
Advisers, Retirement Plan Providers Trusted Sources for Annuity Info
A new survey finds that retirees continue to rely extensively on sources of income that are guaranteed for life, instead of spending down non-guaranteed assets. Read more >
Half of Households Likely to Face a Retirement Shortfall
Proposed Hardship Withdrawal Amended Regulations Issued by IRS
Wells Fargo’s Annual Retirement Study Portrays an Industry in Transition
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations
Average Age Americans Plan to Retire Is 62
Sponsored message from VOYA RETIREMENT
Talking with Charlie Nelson of Voya Retirement
Allison Cooke-Mintzer, Editor-in-Chief of PLANADVISER, talks with Voya Retirement CEO Charlie Nelson about his first year on the job at Voya. Read more >
2016 PLANSPONSOR Retirement Plan Advisers of The Year
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories (individual, small team, large team and mega team). Find this year’s and past winners here.  Read more >
TIAA Measures Steady Retirement Satisfaction
Reviewing more than 30 years of consistent data on the experiences of U.S. retirees, TIAA finds satisfaction has stayed “strong and steady” in recent decades. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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