PLANADVISER Weekend Newsdash
Week ending September 16th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing highlights the latest feature articles and research from PLANADVISER print. Complementing our daily online news coverage, our bimonthly print edition takes a deeper dive into the topics and trends that matter most for retirement specialist advisers. It also features thought-provoking artwork, insights from esteemed ERISA expert columnists, and more!
Editor's choice
Servicing Micro Plans
While advisers’ skills are much needed in the micro-market, can the business be profitable? Read more >
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice? And if so, what does it mean in practice?  Read more >
The Right Pick
When retirement plan advisers work with third-party administrators, they need to delineate each party’s—including the recordkeeper’s—respective roles. Read more >
2016 PLANADVISER Recordkeeper Services Guide
Depending on the adviser and the number and types of clients served, keeping up to date, especially about recordkeepers, can be a daunting task. Read more >
Momentum and the PPA
Although the PPA did not focus on incentives to increase the number of employers offering retirement plans, it did boost participation through greater use of the automatic plan features, and influenced a move away from stable value or money market funds as the default investment, according to the 2006 and 2015 PLANSPONSOR Defined Contribution surveys. 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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