May 26th, 2017

Princeton Retirement Plan Faces ERISA Challenge The university is just the latest to face an ERISA class action lawsuit filed by one of its employees, alleging imprudence in the management of retirement planning benefits. Read more > Financial Industry Scandals Causing Consumers to Lose Confidence Of the more than half of Americans who don’t receive professional financial advice, 45% say it’s due to a lack of confidence. Read more > Pension Buyout Sales Maintain Strong Pace in 2017 There has been at least $1 billion worth of U.S. single premium pension buyout sales during each of the last eight quarters. Read more > Top-Performing Advisers Look Past Averages Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful. Read more > MOST READ ARTICLES 1 Old Dogs, New Tricks: Training for Veteran Advisers Pays Off 2 Op-Ed: Financial and 401(k) Trends to Consider 3 DOL, IRS and PBGC Call for Comments on Form 5500 Revisions 4 Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan 5 Protecting Elderly Clients From Financial Abuse

529 College Savings Plans and Your Business Just like saving for a secure retirement, 401(k) plan participants also dream of their children’s bright future. For many, that includes helping them get a college education. With higher education costs rising every year, there’s no better time for DC plan sponsors to consider adding a 529 college savings plan to their employee benefits package. This presentation arms retirement plan advisors with ideas and resources to help them discuss corporate 529 plans with their 401(k) clients and prospects. Read more > Investment Products and Service Launches Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds. Read more > No PLANADVISERdash on Monday Please note there will be no PLANADVISER newsletter on Monday, May 29, in recognition of the Memorial Day federal holiday. We will be back on Tuesday with the latest retirement industry news and analysis.

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