PLANSPONSOR Weekend Newsdash
Week ending October 30th, 2015
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! We are pleased to bring you this inaugural edition of PLANADVISERweekend, a new newsletter that we know will make a great addition to our daily mailings and bi-monthly print publications. Here you will find a selection of the week’s top-clicked articles and other selected content curated by the PLANADVISER staff—all to help you stay informed and prepare for another busy week running your businesses and improving retirement plans. 
Editor's choice
Retirement Preparedness Needle Not Moving
Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now. Read more >
Technologically Savvy Advisers Reap More Assets
Technologically savvy advisers, which Fidelity Clearing & Custody is dubbing “eAdvisers,” reap several advantages. They have nearly 40% more assets under management, attract more Gen X and Gen Y investors and are more adept at expanding their geographic reach. Read more >
Income Planning Requires Annuity Know-How
With Senator Elizabeth Warren’s (D-Massachusetts) annuity report grabbing headlines this week, readers told us it’s important for lawmakers to remember there are big differences between retail and institutional advisory practices. Here’s what it takes to bring annuities to clients.  Read more >
OCIO Market Expansion Reaching Public DBs
This week we heard from Cerulli Associates that asset managers and advisory firms are benefitting from strong growth in outsourced chief investment officer business among a relatively untapped client bases—public defined benefit plans. Read more >
Rx Costs Drive Up Amount Needed for Retirement
Plan sponsors are charging headlong into open enrollment season—and chances are they are feeling some pain from premium growth. Research released this week finds one real source of pressure is the cost of prescription drugs.  Read more >
MOST POPULAR STORIES
Why Are Retirees Spending Down So Slowly?

EBRI questions whether retirees are just determined to preserve their assets or whether they need more education about spending assets in retirement—both have implications for retirement plan advisers and sponsors.

Home Depot 401(k) Plan Latest Targeted with ERISA Fiduciary Breach Lawsuit

Plaintiffs include in their complaint a substantial amount of backward-looking fund performance data to underpin their failure to monitor claims, comparing the Home Depot offerings to others that could have been purchased.

Paychex Revamps Advisor Console

With a focus on accessibility and ease of use, Advisor Console’s new features and functionality allow financial professionals to be more efficient when serving their clients’ plans and investments.  

Determining Health Cost Needs in Retirement Is Complex

Although some retirees face catastrophic health care cost in retirement, EBRI found that most don't.

Don’t Run Out of Money, Have a Retirement Income Plan
In a guest article written for PLANADVISER, Thomas Dodd, executive director of Pavilion Advisory Group Inc., compares and contrasts common retirement income strategies—including the pros and cons of each method, as viewed from the perspective of participants.

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

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

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