PLANADVISER Weekend Newsdash
Week ending August 18th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing focuses on the theme of Client Service and features our latest proprietary research, the 2017 PLANADVISER Recordkeeper Services Guide. The analysis offers data-based comparisons of the top plan providers working with retirement-specialist financial advisers and their DC plan clients. We hope you find the report helpful. 
Editor's choice
2017 PLANADVISER Recordkeeper Services Guide
Recordkeeping is often described as a commodity, and that might be true for the administration of participant accounts, but the 55 providers responding to this year’s survey showcase a wide range of investment, technology and servicing options. Read more >
The Best Path Forward
Advisers who specialize in the micro retirement plan market—i.e., in plans with $10 million or less in assets under advisement—say that fee compression has made it more imperative than ever that they grow by expanding the number of clients they serve and their AUA. Read more >
Educating Participants About the Dangers of Taking Out a 401(k) Loan
It is critical for plan sponsors and advisers to educate participants about the consequences of taking out a loan, Julie Stich, associate vice president of content at the International Foundation of Employee Benefit Plans tells PLANADVISER. “They need to keep the money in their plan to build up money over time through contributions and the compounding of investment returns,” Stich says. Read more >
Plan Design Can Help Participants Get the Full Company Match
Advisers can help retirement plan sponsors design their plans and financial wellness programs to get participants to defer enough to receive the company’s matching contribution. Read more >
Student Loan Assistance Trumps 401ks for Many Employees
However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time. 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.”

2019 Planning for DC Plan Clients

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

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.

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

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

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