PLANADVISER Weekend Newsdash
Week ending September 2nd, 2016
NOTE FROM THE EDITOR
Happy Friday, readers. We hope you are looking forward to a long weekend to mark the Labor Day holiday. We’ll be back Tuesday with the latest retirement plan adviser industry news, research and analysis—and with an important announcement regarding our 2017 PLANSPONSOR awards programming, including the Retirement Plan Adviser and Retirement Plan Sponsor of the Year awards. In the meantime, you can get to know our various awards programs below, including profiles of our previous winners. 
Editor's choice
2017 PLANADVISER Retirement Plan Adviser Survey
You’ll have to wait until Tuesday to access the nomination forms for the Plan Adviser and Plan Sponsor of the Year Awards, but our 2017 PLANADVISER Retirement Plan Adviser Survey is already open. This is the survey from which we take the data underlying our Top 100 Retirement Plan Advisers award. In other words, if you don’t take this survey, you won’t be considered for the 2017 PLANADVISER Top 100 Retirement Plan Advisers! Survey deadline is September 9th, so don’t wait!  Read more >
2016 PLANSPONSOR Plan Adviser of the Year Winners and Finalists
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories (individual, small team, large team and mega team). Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and reenrollment, especially at higher levels than the industry norms. Read more >
2016 PLANSPONSOR Plan Sponsor of the Year Winners and Finalists
The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate. Read more >
Understanding Our Adviser Awards
Each year we field two primary awards programs to recognize the tremendous contributions of our adviser readers to solving retirement security issues in the United States and globally—the PLANADVISER Top 100 Retirement Plan Advisers and the PLANSPONSOR Retirement Plan Adviser of the Year. Each year we get many questions about the differences between the two awards—and how advisers can be considered. 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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