November 2nd, 2016

Informational Copies of 2016 Form 5500 Released The “Changes to Note” section of the 2016 instructions highlight important modifications to the Form 5500 and Form 5500-SF and their schedules and instructions. Read more > From the Magazine: New Frontier Advisers have remained relevant even in a world where employers can automatically sweep their employees into savings plans and push them into professionally managed portfolios that more or less take care of themselves.  Read more > Retirement Income Reality Check Research reveals that “social spending” plays a vital role in retirement satisfaction, says Michael Finke, dean and chief academic officer at The American College of Financial Services. These expense categories typically include some social element, such as dining out and traveling. Read more > Are IPSs Are a Good Defensive Move? The fiduciary standard of care is governed by the “prudent investor rule,” which is grounded in modern portfolio theory and requires an overall investment strategy having risk and return objectives reasonably suited to the purpose of the investment account. Read more > MOST READ ARTICLES

Sponsored message from Nationwide A New Perspective on Health Savings Accounts What makes HSAs robust, tax-efficient vehicles for employees to save for future health care costs.  Read more > TIAA Analysis Measures Persistent Gender Gap In Savings “Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns. Read more > PLANSPONSOR Retirement Plan Sponsor of the Year Deadline Approaches This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don’t wait to nominate—time is running out! Read more > Event Information: Sustainable Investing For Your DC Plan Are you aware that you can allow your participants to make a positive social and/or environmental impact through your DC plan? We refer to this approach as Sustainable Investing which can allow investors to make a positive impact without sacrificing competitive potential performance opportunity. Read more > State Street Global Advisors Survey Finds Increased ETF Use by Advisers State Street Global Advisors published a new survey showing financial advisers and wealth managers are widely using exchange-traded funds to gain more nimble exposure to individual sectors or industries within client portfolios. Read more >

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