June 23rd, 2016

Social Security Trust Fund Unchanged From Last Year The Social Security Old-Age and Survivors Insurance, and Disability Insurance Trust Funds are projected to become depleted in 2034, the same as last year’s projection, with 79% of benefits payable in that year. Read more > Hearing Witnesses Share Suggestions for Open MEPs Many witnesses agreed that any open MEP legislation should not be overly burdensome and should not include the “one bad apple” rule. Read more > Senators Warren and Daines Want to Build DC Account 'Lost and Found' A group of Senators are putting aside party divisions to introduce the Retirement Savings Lost and Found Act, aimed at solving some of the issues Americans face when trying to manage and organize multiple DC plan accounts. Read more > Investors Hungry for Ways to Address Uncompensated Risk Institutional investors are getting serious about reducing uncompensated portfolio risk, according to one investment manager, driving demand for “low volatility” and “managed volatility” strategies. Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 2020 PLANADVISER National Conference 3 A New World and New Opportunities for Alpha 4 More Sutter Health 403(b) Plan Participants Challenge Plan Investments 5 $10M NRECA Settlement Agreement Includes Administrative Changes

Fidelity Reveals New FidelityConnect Website for Advisers Fidelity is rolling out a new adviser website called FidelityConnect—explained by the firm as its next generation adviser interface created with the direct input of experienced, boots-on-the-ground advisers. Read more > Nationwide to Offer Education Series on Fiduciary Rule The firm will hold both local events and webcasts featuring its own and outside experts. Read more > 401(k) Participants Continued to Favor Fixed Income in May Asset classes with the most inflows were Bond funds, GIC/Stable Value funds, and Money Market funds. Read more > vWise, Schwab Retirement Technologies Partner on New Tools vWise has partnered with Schwab Retirement Technologies to offer two new tools focused on retirement income: PowerView and IRIO. Read more > Trust Builders Offers Calculators to Help with Retirement Readiness The firm released three new calculators for advisers to use with their participant clients, called Paycheck Analysis, 1040 Analysis and Projections. Read more >

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