September 15th, 2016

PANC 2016: Lessons Learned From Litigation Among all the highly informative breakout sessions at PLANADVISER National Conference, the most popular again this year includes the panel “Lessons Learned From Litigation.” Read more > PANC 2016: Fiduciary Rule Aftermath for Non-RIAs There are many anticipated avenues of disruption associated with the DOL fiduciary rule, but clearly the most direct influence will be felt at the point of sale of financial products used in ERISA plans. Read more > PANC 2016: Technology – Practical Solutions and Usage According to audience members polled during a tech-focused session at the 2016 PLANADVISER National Conference in Orlando, Florida, the clear standout in terms of plan sponsors’ technology demands is “plan sponsor and participant websites.” Read more > PANC 2016: Financial Stress Survey While the situation overall isn’t positive, “there have been some signs of improvement on the road to retirement readiness.” Read more > MOST READ ARTICLES

Sponsored message from J.P. Morgan Take Responsibility for Retirement 75% of participants think their employer has at least some responsibility to help them achieve a financially secure retirement. Learn how J.P. Morgan Retirement LinkSM can help plan sponsors put more employees on the path to their retirement goals. Source: J.P. Morgan Plan Participant Research 2016.   Read more > EY Study: Employees’ Latest Thoughts on Money Less than half have crunched the numbers to gauge their retirement readiness: Forty-five percent said that, within the past year, they had estimated what they will need once they retire. Read more > Research Finds Americans Seek Financial Advice but Lack Planning Northwestern Mutual also found that Americans are “increasingly less confident that their savings will last them through retirement,” with two-thirds saying there is some chance they will outlive their savings. Read more > Study Finds Millennials Overconfident About Investment Knowledge Despite being overly confident about their investment knowledge, 94% of Millennials expressed a desire to learn more about investments, according to a new study. Read more >

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