PLANSPONSOR Weekend Newsdash
Week ending November 13th, 2015
NOTE FROM THE EDITOR
Retirees lost a couple of effective but underutilized Social Security claiming strategies in this week’s Bipartisan Budget Act. The changes, which have people scrambling for answers, could mean some opportunity for retirement plan advisers to bring their expertise to plan sponsors. See Editor’s Choice for related stories. 
Editor's choice
Data and Research
Social Security Skepticism
Most Americans don’t believe promised Social Security benefits will be there for them, a poll finds.  Read more >
Data and Research
What Do the Social Security Changes Mean?
Experts from Fidelity and Nationwide Retirement Institute weigh in on the changes in Social Security claiming strategies, and outline some resources for advisers, as well as ways to support their plan sponsor clients and participants.  Read more >
Data and Research
A Harsher Reality for Women as They Weigh Choices
Challenged by lower account balances and longevity, women crave advice on Social Security—and those who work with an adviser say their payment is as they expected, or even higher. Read more >
Compliance
Bipartisan Fiduciary Challenge Seeks to ‘Protect’ Investors
Congressional representatives say their goal is to protect retirement investors and stall the DOL fiduciary rule. Read more >
Data and Research
Retirement Savings Still a Matter of Guesswork, for Most
About two-thirds surveyed believe they will need less than $1 million in today’s dollars in order to retire, or aren’t sure how much they will need. 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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