PLANADVISER Weekend Newsdash
Week ending November 30th, 2018

Happy Friday, readers! Skilled retirement plan advisers already know the next frontier of DC plan optimization is the “decumulation challenge.” Experts agree the spending phase of retirement savings is far more complicated than the accumulation effort. Fortunately, advisers can play a big role in helping plan participants make sense of how to build a sustainable retirement paycheck. As Voya Financial learned in a survey published this week, nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement.

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Advisers Play a Key Role in Estimating Monthly Income in Retirement
Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a survey. Read more >
Compare and Contrast: Income Annuities and Savings Contracts
Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity contracts that offer GLWBs. Read more >
Offering Annuities in DC Plans Doesn't Have to Be Scary
There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there will be a continuation of that. Read more >
Exploring How Sponsors Can Offer Guaranteed Lifetime Income
One option is through a profit sharing plan that invests the money in an annuity once a participant retires. Read more >
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets. Read more >
Strategies to Maximize Social Security and Medicare
When to start taking Social Security is one of the most important, and complicated, financial decisions a person can make. Read more >
MOST POPULAR STORIES
Barnabas Health Latest to Settle ERISA Suit

A settlement has been struck in an ERISA lawsuit involving the New Jersey-based health care provider a little more than a year after a judge allowed the case to proceed past the defense’s motion to dismiss.

The Role of the 401(k) in Today’s Tight Labor Market

Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.

Excessive Fee ERISA Complaint Targets Cook Group

The large medical-device-manufacturing organization is facing familiar fiduciary breach allegations in federal court in Indiana.

Retirement Industry People Moves

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.

MITRE Corp. Faces Familiar ERISA Fiduciary Breach Allegations

Yet another employer has been sued by plaintiffs represented by the law firm Capozzi Adler.

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