PLANADVISER Weekend Newsdash
Week ending July 29th, 2016
Editor's choice
Data and Research
Social Security is Key, Even for Affluent Investors
For nearly one-third of affluent investors, Social Security will provide half their retirement income, according to a study. Read more >
Data and Research
Spending Rates in Retirement Are Modest
Since retirees are spending less than they withdraw from financial accounts, they are accumulating money in checking accounts and may need to reinvest those assets, says Steve Utkus with Vanguard Center for Retirement Research. Read more >
Data and Research
Providers Expect Fiduciary Rule to Deter Rollovers
Nearly two-thirds, 64%, of the nation’s top retirement plan recordkeepers and providers believe that the new Department of Labor (DOL) fiduciary rule will deter rollovers from retirement plans into individual retirement accounts (IRAs), thus helping them to retain assets, the LIMRA Secure Retirement Institute found in a survey. Read more >
Data and Research
Sponsors Warming Up to Lifetime Income Solutions
Employers are gradually warming up to lifetime income solutions in their retirement plans, Willis Towers Watson found in its Lifetime Income Solutions survey.  However, they are more interested in educating participants about drawdown strategies or partial withdrawals than using guaranteed insurance-backed products. Read more >
Data and Research
Retirees Wish They Had Delayed Collecting Social Security
Unexpected health care costs and other life events have 23% of retirees—those retired 10 years or less—wishing they had waited before collecting Social Security, according to a survey by the Nationwide Retirement Institute. Read more >
MOST POPULAR STORIES
Ascensus Maps the Pros and Cons of Advising Small DC Plans

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

Majority of Americans Expect to Use a Robo Adviser

Nearly half of adults surveyed by Charles Schwab think that robo advice is the technology that will have the biggest impact on financial services.

Debt Hampers Retirement Saving for Those Closest to Retirement

Fifty-five percent of Baby Boomers say they would save more for retirement if they could pay off their debt, GOBankingRates found in a survey.

2018 PLANADVISER Retirement Plan Adviser Survey
SEC Investor Advisory Committee Calls for Stronger Best Interest Regulations

The committee says the SEC should explicitly explain that Regulation Best Interest is a fiduciary duty shared equally by advisers and broker/dealer to act in their customers’ best interest.

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

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

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade