PLANSPONSOR Weekend Newsdash
Week ending November 6th, 2015
NOTE FROM THE EDITOR
Another work week has come and gone, leaving us all plenty of market and regulatory news to digest. Whether you’re following the Financial Engines acquisition or the Boeing fee case settlement, this edition of PLANADVISERweekend has the information you need to get a jump on Monday.
Editor's choice
Financial Engines to Acquire Brick-and-Mortar Advisory
Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional advisory chain, The Mutual Fund Store, might finally change your mind. Read more >
Settlement Terms and Price Tag Revealed in Boeing Fee Case
The retirement planning industry already knew Boeing would settle the nearly decade-old 401(k) litigation, but a trove of new details emerged this week as both parties agreed to final settlement terms.   Read more >
Does the Intel Retirement Plans Case Have Merit?
The Department of Labor itself encourages retirement plan sponsors to consider custom target-date funds in ERISA plans, yet this week the use of such funds was questioned by a lawsuit filed against Intel. PLANADVISER reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case. Read more >
Cerulli Forecasts $7.8T Robo Market
The rapidly expanding retail channel also means rapid growth in robo-advice providers, according to Cerulli Associates.  Read more >
Using ACA as Bridge to Retirement Health Coverage
There are some deep-seated and opposing opinions about what the ACA is doing to the American health care system, but Prudential says those who have left full-time jobs and are under age 65 might have the most to gain. Read more >
MOST POPULAR STORIES
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.
Retirement Planning More a Focus for Those Participating in Retirement Plans

An analysis from Pew Charitable Trusts shows a correlation between access to and participation in workplace-based retirement savings programs and more planning and saving.

Robo-Adviser Tech Enthusiasts Report Less Provider Trust

While they are less trusting of their advisers and providers, clients who identify as “online enthusiasts” have increased the amount of market risk they are taking.

2018 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.
Americans to Use Tax Reform Pay Bump for Financial Wellness

A survey of 1,000 Americans found 35.7% of respondents are going to use the money to pay down debt faster, 12.8% are going to use the money to save more for retirement, and 3.5% are going to use the money to invest in the stock market.

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

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

Subscribe to NewsDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade