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 Wish They Had Delayed Taking Social Security Benefits

MassMutual says a married couple that lives into their 90s but decides to begin their Social Security benefits at age 62 as opposed to age 70 could be leaving as much as half a million dollars on the table, or forfeiting $2,000 to $4,000 a month for life.

SECURE Act's House Passage Brings Test of Congressional Mediators

With the passage of the SECURE Act by the House of Representatives, experts tell PLANADVISER they are optimistic that agreement will be reached with the Senate during this Congress, but the many supporters of retirement reform will have to wait and see how compromise might be reached.

Some Expect Senate Action Sooner Than Later on SECURE Act

One retirement industry executive says she believes the Senate could act quite quickly in taking up the SECURE Act, which just passed the House of Representatives with a practically unanimous yea vote.

Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action

Besides a lengthy Finance Committee hearing discussing the popular RESA legislation, the day on Capitol Hill also brought news of the introduction of the new Retirement Security and Savings Act.

J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.

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

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

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