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.

Editor's choice
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
An IPS Is Not Required
But there’s no good reason for a plan not to have one.
New Jersey Latest State to Issue Fiduciary Regulations

Brokers who were happy to see a federal-level uniform fiduciary rule rejected by an appeals court last year may now be rethinking their stance as a patchwork of state-level rules comes to the fore.

Inside and Outside Views on Principal’s Wells Fargo Acquisition

Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major providers coming together.

2019 PLANSPONSOR Retirement Plan Adviser of the Year
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to all the firms on the list!
How To Make 529 Plan Service Pay Off
Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.

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

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

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