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
Sheridan Road Financial Sells Practice

The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.

Georgetown University 403(b) Plan Defeats ERISA Challenge

In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b) plans.

2018 Adviser Choice Awards

PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th.

Study Points Out Benefits of Guaranteed Pensions to Economy

According to a study from the National Institute on Retirement Security, in 2016, each dollar paid out in pension benefits supported $2.13 in total economic output nationally.

Retirement Industry People Moves

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.

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

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

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