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
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Spouses Play Increasingly Influential Role Alongside Advisers

Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.

CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction

Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

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

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

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