Week ending September 9th, 2016

NOTE FROM THE EDITOR

Happy Friday, readers! As we look forward to the start of the PLANADVISER National Conference on Monday, please be aware that consideration for the 2017 Top 100 Retirement Plan Advisers award will close SEPTEMBER 13, 2016. To be considered for the award, you or your adviser team must complete the 2017 PLANADVISER Retirement Plan Adviser Survey. More information on our various awards programs, and how to be considered, is compiled below.

Editor's choice

Consideration for the 2017 PLANADVISER Top 100 Retirement Plan Advisers

By taking the 2017 PLANADVISER Retirement Plan Adviser Survey, you can enter your practice to be considered for our Top 100 awards program. Don’t wait, as the survey closes soon! SURVEY DEADLINE: September 13, 2016. Read more >

Understanding the 2017 Adviser Awards

Each year we field two primary awards programs to recognize the tremendous contributions of our 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. Read more >

2017 PLANSPONSOR Retirement Plan Adviser and Sponsor of the Year Nomination

Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >

PLANADVISER National Conference Agenda

The PLANADVISER National Conference, which this year marks our 10th anniversary in print, kicks off Monday in Orlando. We hope to see you there! Read more >

Preparing for the 2016 PLANADVISER National Conference

Visit the sponsored Retirement Resource Center for the news, research and conversations that matter most for retirement advisers. Read more >

MOST POPULAR STORIES

Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

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.”

Progressive Plan Design Features Have Moved Down-Market

These are streamlining plan administration, increasing investment diversification and improving participant outcomes.

MetLife Pension Calculations Questioned in ERISA Complaint

The complaint suggests MetLife is failing to meet its obligations to ensure different annuity options offered to pension plan participants are actuarially equivalent default benefit, as required under ERISA.

Employee Knowledge Levels Indicate Need for Financial Wellness Education

Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported.

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

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

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