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
IRS Life Expectancy Tables Updated for Retirees

The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited, as the individuals most affected are likely no longer employed by the plan sponsor.

Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner

Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.

The Most ‘Outrageous’ ERISA Complaints Yet Filed?

One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent weeks are the ‘most outrageous’ the industry has ever seen.

Keeping Up with the Securing a Strong Retirement Act

Because different provisions are included in the House and Senate versions of the ambitious retirement reform legislation, a reconciliation process is likely in store.

Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits

Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.

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