PLANADVISER 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
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Progressive Plan Design Features Have Moved Down-Market
These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
An individual's investment allocation is a big factor to consider when deciding a proper optimal withdrawal rate of savings in retirement, but there are many other factors to consider as well.
ERISA Litigators Reflect on Lessons Learned in 2018
Lessons learned from district and appellate court decisions filed this year can help plan sponsor clients better protect their plans and fiduciary staff; 2018 also brought new trends in regulatory audits and investigations of advisers.
MetLife Pension Calculations Questioned in ERISA Complaint

The complaint suggests MetLife is failing to meet its obligations to ensure different annuity options offered to pension plan participants are actuarially equivalent default benefit, as required under ERISA.

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

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

Subscribe to Adviserdash, 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