PLANADVISER Weekend Newsdash
Week ending October 21st, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. Looking back over the last decade of retirement specialist adviser industry coverage, it cannot be denied that the fundamental role of an adviser working in our niche has changed. This has resulted, naturally, in a big shift in the types of products and services advisers prefer—and which providers they look to first. Featured in this weekend’s newsletter is our latest Retirement Plan Adviser Survey, in which advisers frankly assess their preferred investment managers and recordkeepers. Enjoy!
Editor's choice
2016 PLANADVISER Retirement Plan Adviser Survey Highlights
PLANADVISER Editor-in-Chief Alison Cooke Mintzer offers a high-level overview of our annual Retirement Plan Adviser Survey. She observes that some clear differences in rankings are visible in some of the categories, but in many, one provider’s top rank may result from just a few votes, “perhaps showing that advisers find a good percentage of the retirement plan industry recordkeeper and investment providers to be on equal par.” Read more >
PLANADVISER Retirement Plan Adviser Survey: Explore the Findings
Our data parsing tool allows you to dig deeply into advisers’ preferences when it comes to a variety of services and products offered by recordkeepers and investment managers. For example, you can search the top criteria used to decide which funds are appropriate for which plans, or simply view the top 10 mutual fund families favored by advisers overall. Please explore!  Read more >
PLANADVISER Retirement Plan Adviser Survey: Provider Profiles
Readers can also filter research results by firm for a comprehensive look at how a given provider compares with the competition. How do your favorite providers stack up?  Read more >
Survey Background and Methodology
This August and September, approximately 15,000 advisers were asked to respond to the 2016 PLANADVISER Retirement Plan Adviser Survey, developed by the magazine’s editorial and research teams. 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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