PLANADVISER Weekend Newsdash
Week ending July 21st, 2017
NOTE FROM THE EDITOR
Happy Friday, readers. At the beginning of July we introduced a new format for our weekly news roundup. We will continue to bring you the most popular articles of the week, but now our curated content will be themed. The third Friday of every month will focus on Client Service. We hope you enjoy this new format and know you will find it helpful and informative.
Client Service
Adviser Responsiveness Does Not Equal Engagement
Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. Read more >
Advisers Shine Beyond the DC Plan
As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions about setting goals. Read more >
HSA Evolution Could Drive Adviser Opportunity
Since the new Congress began in January, there have been more than 20 bills proposed that impact consumer-driven health plans, and more specifically HSAs. 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 >
Factoring Gender Into Lifetime Income Discussions
Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in retirement. Read more >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

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

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

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