PLANADVISER 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
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Empower Continues 2020 Acquisitions With Fifth Third Deal

The Fifth Third retirement plan business comprises more than 475 workplace savings plans populated by approximately 100,000 participants with $6.21 billion in assets.

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Excessive Fee Lawsuit Filed Against Duke Energy

The drumbeat of Employee Retirement Income Security Act (ERISA) excessive fee lawsuits rolls on.

MGM Resorts 401(k) Joins List of Excessive Fee Lawsuit Targets

The lawsuit challenges the use of actively managed funds over passive funds and the use of higher-cost share classes, among other things.

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