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 >
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