PLANADVISER Weekend Newsdash
Week ending December 2nd, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! Here at PLANADVISER we have the privilege of interviewing and working with some of the best and brightest minds in the retirement planning industry. We are particularly proud of our stable of columnists who regularly contribute thoughtful insights and articles to our bi-monthly print edition. Collected below are our most recent columns from esteemed ERISA attorneys including Fred Reish, Joan Neri, Marcia Wagner and David Kaleda. 
Editor's choice
ERISA VISTA: Sweeping Changes in Advice
Retirement plan advice has changed to respond to: plan sponsors’ desire for assistance in satisfying their fiduciary duties; the increased pressure on reducing costs; and the needs of aging Baby Boomers. Here’s our list of some of the most significant changes. Read more >
FIDUCIARY FITNESS: IRS Restricts Salary Deferrals for NQDC Plans
The new proposed 457(f) regulations adopt a similar rule for that type of plan, so that the new 457 requirements will not apply in the event of such a short-term deferral. Read more >
COMPLIANCE CONSULT: The Last 10 Years
The last decade has clearly seen a rise in class action lawsuits under the Employee Retirement Income Security Act, which have left widespread implications, especially for 401(k) plan sponsors. Of particular note are lawsuits focusing on the inclusion of employer stock as an investment option under a participant-directed 401(k) plan—what are now known as “stock drop” suits. Read more >
2016 PLANADVISER Retirement Plan Adviser Survey
When asked to list the five fund families they most often recommend to plan sponsors, chose Vanguard as No. 1, down from 87% last year. Active management is still largely valued, though, as the rest of the top five all have active management funds: American Funds, T. Rowe Price, J.P. Morgan and Fidelity. Read more >
MOST POPULAR STORIES
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

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

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

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